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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 | $54,256 | $65,575-17.3% | $86,209-37.1% | $75,181-27.8% |
| Participation rate | 60.7% | 60.5%+0.2pp | 69.0%-8.2pp | 67.2%-6.5pp |
| Annual return | 13.31% | 46.07%-32.8pp | 1169.05%-1155.7pp | 160.69%-147.4pp |
| Employer contribution / active EE | $2,675 | $1,553+72.2% | $2,381+12.3% | $2,671+0.2% |
| Participant deferral / active EE | $6,526 | $3,023+115.9% | $3,986+63.7% | $4,126+58.2% |
| Admin fee / account holder | $5,009 | $5,470-8.4% | $6,853-26.9% | $5,650-11.3% |