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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 | $65,375 | $65,575-0.3% | $86,209-24.2% | $75,181-13.0% |
| Participation rate | 64.9% | 60.5%+4.4pp | 69.0%-4.0pp | 67.2%-2.3pp |
| Annual return | 17.24% | 46.07%-28.8pp | 1169.05%-1151.8pp | 160.69%-143.4pp |
| Employer contribution / active EE | $1,210 | $1,553-22.1% | $2,381-49.2% | $2,671-54.7% |
| Participant deferral / active EE | $2,812 | $3,023-7.0% | $3,986-29.5% | $4,126-31.8% |
| Admin fee / account holder | $1,688 | $5,470-69.1% | $6,853-75.4% | $5,650-70.1% |