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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 | $53,973 | $52,353+3.1% | $120,225-55.1% | $82,448-34.5% |
| Participation rate | 58.6% | 58.3%+0.3pp | 69.6%-11.0pp | 68.1%-9.4pp |
| Annual return | 13.46% | 61.85%-48.4pp | 439.23%-425.8pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,580 | $1,510+4.6% | $3,475-54.5% | $2,551-38.1% |
| Participant deferral / active EE | $2,746 | $2,627+4.5% | $3,999-31.3% | $4,139-33.7% |
| Admin fee / account holder | $1,353 | $4,363-69.0% | $5,696-76.2% | $7,234-81.3% |