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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,633 | $60,128-4.1% | $90,440-36.3% | $79,852-27.8% |
| Participation rate | 62.5% | 65.0%-2.5pp | 72.7%-10.2pp | 69.6%-7.1pp |
| Annual return | 15.15% | 71.95%-56.8pp | 1294.38%-1279.2pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,536 | $2,068-25.7% | $3,263-52.9% | $2,471-37.8% |
| Participant deferral / active EE | $3,584 | $2,939+22.0% | $3,964-9.6% | $3,740-4.2% |
| Admin fee / account holder | $2,199 | $3,977-44.7% | $5,615-60.8% | $5,306-58.6% |