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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 | $53,782 | $49,897+7.8% | $80,648-33.3% | $75,177-28.5% |
| Participation rate | 61.8% | 55.3%+6.5pp | 67.0%-5.2pp | 67.2%-5.4pp |
| Annual return | 14.52% | 34.68%-20.2pp | 937.21%-922.7pp | 160.75%-146.2pp |
| Employer contribution / active EE | $1,432 | $1,699-15.7% | $2,724-47.4% | $2,671-46.4% |
| Participant deferral / active EE | $2,566 | $2,992-14.2% | $4,443-42.3% | $4,126-37.8% |
| Admin fee / account holder | $570 | $3,579-84.1% | $5,382-89.4% | $5,651-89.9% |