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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 | $46,623 | $49,897-6.6% | $80,648-42.2% | $75,177-38.0% |
| Participation rate | 60.5% | 55.3%+5.2pp | 67.0%-6.5pp | 67.2%-6.7pp |
| Annual return | 16.51% | 34.68%-18.2pp | 937.21%-920.7pp | 160.75%-144.2pp |
| Employer contribution / active EE | $980 | $1,699-42.3% | $2,724-64.0% | $2,671-63.3% |
| Participant deferral / active EE | $2,960 | $2,992-1.1% | $4,443-33.4% | $4,126-28.3% |
| Admin fee / account holder | $2,414 | $3,579-32.6% | $5,382-55.2% | $5,651-57.3% |