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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 | $61,162 | $60,139+1.7% | $90,461-32.4% | $79,856-23.4% |
| Participation rate | 64.8% | 65.0%-0.2pp | 72.7%-7.9pp | 69.6%-4.8pp |
| Annual return | 15.57% | 71.96%-56.4pp | 1294.76%-1279.2pp | 31.71%-16.1pp |
| Employer contribution / active EE | $786 | $2,069-62.0% | $3,264-75.9% | $2,471-68.2% |
| Participant deferral / active EE | $1,368 | $2,939-53.5% | $3,964-65.5% | $3,741-63.4% |
| Admin fee / account holder | $3,689 | $3,978-7.3% | $5,617-34.3% | $5,306-30.5% |