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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 | $66,256 | $63,346+4.6% | $92,240-28.2% | $70,126-5.5% |
| Participation rate | 46.7% | 68.7%-22.0pp | 76.5%-29.8pp | 69.5%-22.9pp |
| Annual return | 15.07% | 530.19%-515.1pp | 176.29%-161.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,150 | $2,471-53.5% | $3,680-68.7% | $2,343-50.9% |
| Participant deferral / active EE | $2,893 | $2,854+1.4% | $3,897-25.8% | $3,332-13.2% |
| Admin fee / account holder | $3,298 | $3,841-14.1% | $5,194-36.5% | $4,645-29.0% |