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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 | $56,431-4.4% | $130,788-58.7% | $87,485-38.3% |
| Participation rate | 58.6% | 58.9%-0.3pp | 70.1%-11.5pp | 68.9%-10.3pp |
| Annual return | 13.46% | 91.27%-77.8pp | 386.44%-373.0pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,580 | $1,549+2.0% | $3,558-55.6% | $2,596-39.1% |
| Participant deferral / active EE | $2,746 | $2,749-0.1% | $4,137-33.6% | $4,274-35.8% |
| Admin fee / account holder | $1,353 | $4,433-69.5% | $6,673-79.7% | $7,775-82.6% |