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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 | $67,171 | $58,311+15.2% | $81,882-18.0% | $80,959-17.0% |
| Participation rate | 46.2% | 63.5%-17.3pp | 72.4%-26.2pp | 67.7%-21.5pp |
| Annual return | 13.07% | 41.85%-28.8pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,654 | $2,347-29.5% | $2,916-43.3% | $2,757-40.0% |
| Participant deferral / active EE | $5,364 | $3,287+63.2% | $4,323+24.1% | $4,300+24.7% |
| Admin fee / account holder | $10,010 | $4,752+110.6% | $7,360+36.0% | $6,925+44.5% |