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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 | $69,842 | $60,128+16.2% | $90,440-22.8% | $79,852-12.5% |
| Participation rate | 65.4% | 65.0%+0.4pp | 72.7%-7.3pp | 69.6%-4.3pp |
| Annual return | 12.64% | 71.95%-59.3pp | 1294.38%-1281.7pp | 31.72%-19.1pp |
| Employer contribution / active EE | $1,076 | $2,068-48.0% | $3,263-67.0% | $2,471-56.4% |
| Participant deferral / active EE | $4,562 | $2,939+55.2% | $3,964+15.1% | $3,740+22.0% |
| Admin fee / account holder | $1,426 | $3,977-64.2% | $5,615-74.6% | $5,306-73.1% |