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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 | $66,231 | $60,139+10.1% | $90,461-26.8% | $79,856-17.1% |
| Participation rate | 64.7% | 65.0%-0.3pp | 72.7%-8.0pp | 69.6%-4.9pp |
| Annual return | 21.70% | 71.96%-50.3pp | 1294.76%-1273.1pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,098 | $2,069+1.4% | $3,264-35.7% | $2,471-15.1% |
| Participant deferral / active EE | $1,865 | $2,939-36.5% | $3,964-53.0% | $3,741-50.1% |
| Admin fee / account holder | $2,887 | $3,978-27.4% | $5,617-48.6% | $5,306-45.6% |