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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 | $68,054 | $59,456+14.5% | $93,681-27.4% | $74,400-8.5% |
| Participation rate | 37.6% | 59.6%-22.0pp | 68.7%-31.1pp | 67.2%-29.6pp |
| Annual return | 12.99% | 82.00%-69.0pp | 133.47%-120.5pp | 1367.51%-1354.5pp |
| Employer contribution / active EE | $1,232 | $1,266-2.6% | $2,422-49.1% | $2,624-53.0% |
| Participant deferral / active EE | $2,709 | $3,052-11.2% | $4,415-38.6% | $4,348-37.7% |
| Admin fee / account holder | $1,037 | $3,026-65.7% | $8,290-87.5% | $1,944-46.7% |