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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 | $50,193 | $60,139-16.5% | $90,461-44.5% | $79,856-37.1% |
| Participation rate | 61.9% | 65.0%-3.1pp | 72.7%-10.8pp | 69.6%-7.8pp |
| Annual return | 13.93% | 71.96%-58.0pp | 1294.76%-1280.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,541 | $2,069-25.5% | $3,264-52.8% | $2,471-37.6% |
| Participant deferral / active EE | $2,788 | $2,939-5.1% | $3,964-29.7% | $3,741-25.5% |
| Admin fee / account holder | $4,548 | $3,978+14.3% | $5,617-19.0% | $5,306-14.3% |