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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 | $62,423 | $54,717+14.1% | $86,209-27.6% | $71,495-12.7% |
| Participation rate | 56.9% | 60.1%-3.2pp | 69.0%-12.0pp | 67.9%-11.0pp |
| Annual return | 20.85% | 20.07%+0.8pp | 1169.05%-1148.2pp | 28.85%-8.0pp |
| Employer contribution / active EE | $938 | $1,267-25.9% | $2,381-60.6% | $2,589-63.8% |
| Participant deferral / active EE | $2,997 | $3,110-3.7% | $3,986-24.8% | $4,291-30.2% |
| Admin fee / account holder | $695 | $1,922-63.8% | $6,853-89.9% | $1,588-56.2% |