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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 | $70,913 | $56,431+25.7% | $130,788-45.8% | $87,485-18.9% |
| Participation rate | 66.7% | 58.9%+7.7pp | 70.1%-3.4pp | 68.9%-2.3pp |
| Annual return | 12.70% | 91.27%-78.6pp | 386.44%-373.7pp | 26.06%-13.4pp |
| Employer contribution / active EE | $1,585 | $1,549+2.3% | $3,558-55.4% | $2,596-38.9% |
| Participant deferral / active EE | $2,113 | $2,749-23.2% | $4,137-48.9% | $4,274-50.6% |
| Admin fee / account holder | $5,739 | $4,433+29.5% | $6,673-14.0% | $7,775-26.2% |