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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 | $60,185 | $55,457+8.5% | $77,361-22.2% | $94,015-36.0% |
| Participation rate | 53.8% | 69.8%-16.0pp | 75.0%-21.1pp | 70.8%-17.0pp |
| Annual return | 15.13% | 15.57%-0.4pp | 1011.54%-996.4pp | 17.84%-2.7pp |
| Employer contribution / active EE | $1,693 | $2,255-24.9% | $2,990-43.4% | $2,790-39.3% |
| Participant deferral / active EE | $3,648 | $3,069+18.8% | $3,911-6.7% | $4,249-14.2% |
| Admin fee / account holder | $10,768 | $4,334+148.5% | $5,894+82.7% | $8,951+20.3% |