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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 | $67,937 | $60,139+13.0% | $90,461-24.9% | $79,856-14.9% |
| Participation rate | 53.0% | 65.0%-12.0pp | 72.7%-19.7pp | 69.6%-16.6pp |
| Annual return | 12.75% | 71.96%-59.2pp | 1294.76%-1282.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,193 | $2,069-42.3% | $3,264-63.5% | $2,471-51.7% |
| Participant deferral / active EE | $1,833 | $2,939-37.6% | $3,964-53.8% | $3,741-51.0% |
| Admin fee / account holder | $2,016 | $3,978-49.3% | $5,617-64.1% | $5,306-62.0% |