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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 | $64,419 | $60,139+7.1% | $90,461-28.8% | $79,856-19.3% |
| Participation rate | 50.8% | 65.0%-14.2pp | 72.7%-21.9pp | 69.6%-18.9pp |
| Annual return | 12.64% | 71.96%-59.3pp | 1294.76%-1282.1pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,004 | $2,069-51.5% | $3,264-69.2% | $2,471-59.4% |
| Participant deferral / active EE | $3,156 | $2,939+7.4% | $3,964-20.4% | $3,741-15.6% |
| Admin fee / account holder | $1,687 | $3,978-57.6% | $5,617-70.0% | $5,306-68.2% |