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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 | $68,476 | $63,346+8.1% | $92,240-25.8% | $70,126-2.4% |
| Participation rate | 54.5% | 68.7%-14.1pp | 76.5%-21.9pp | 69.5%-15.0pp |
| Annual return | 14.46% | 530.19%-515.7pp | 176.29%-161.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $787 | $2,471-68.1% | $3,680-78.6% | $2,343-66.4% |
| Participant deferral / active EE | $2,867 | $2,854+0.5% | $3,897-26.4% | $3,332-13.9% |
| Admin fee / account holder | $2,199 | $3,841-42.7% | $5,194-57.7% | $4,645-52.7% |