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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 | $59,162 | $60,139-1.6% | $90,461-34.6% | $79,856-25.9% |
| Participation rate | 65.6% | 65.0%+0.6pp | 72.7%-7.1pp | 69.6%-4.0pp |
| Annual return | 10.40% | 71.96%-61.6pp | 1294.76%-1284.4pp | 31.71%-21.3pp |
| Employer contribution / active EE | $424 | $2,069-79.5% | $3,264-87.0% | $2,471-82.9% |
| Participant deferral / active EE | $3,338 | $2,939+13.6% | $3,964-15.8% | $3,741-10.8% |
| Admin fee / account holder | $4,201 | $3,978+5.6% | $5,617-25.2% | $5,306-20.8% |