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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 | $69,984 | $60,119+16.4% | $90,430-22.6% | $79,858-12.4% |
| Participation rate | 53.3% | 65.0%-11.6pp | 72.7%-19.4pp | 69.6%-16.3pp |
| Annual return | 13.73% | 71.94%-58.2pp | 1293.73%-1280.0pp | 31.72%-18.0pp |
| Employer contribution / active EE | $2,596 | $2,068+25.6% | $3,262-20.4% | $2,471+5.1% |
| Participant deferral / active EE | $4,331 | $2,938+47.4% | $3,963+9.3% | $3,740+15.8% |
| Admin fee / account holder | $5,933 | $3,976+49.2% | $5,613+5.7% | $5,306+11.8% |