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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 | $61,189 | $60,139+1.7% | $90,461-32.4% | $79,856-23.4% |
| Participation rate | 62.7% | 65.0%-2.3pp | 72.7%-10.0pp | 69.6%-7.0pp |
| Annual return | 20.40% | 71.96%-51.6pp | 1294.76%-1274.4pp | 31.71%-11.3pp |
| Employer contribution / active EE | $2,587 | $2,069+25.1% | $3,264-20.7% | $2,471+4.7% |
| Participant deferral / active EE | $5,329 | $2,939+81.3% | $3,964+34.4% | $3,741+42.5% |
| Admin fee / account holder | $2,191 | $3,978-44.9% | $5,617-61.0% | $5,306-58.7% |