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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 | $60,530 | $54,690+10.7% | $76,030-20.4% | $74,478-18.7% |
| Participation rate | 47.9% | 60.3%-12.5pp | 69.1%-21.2pp | 67.2%-19.3pp |
| Annual return | 12.58% | 31.92%-19.3pp | 361.54%-349.0pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $2,008 | $1,781+12.8% | $2,688-25.3% | $2,626-23.5% |
| Participant deferral / active EE | $3,345 | $3,070+9.0% | $4,257-21.4% | $4,350-23.1% |
| Admin fee / account holder | $4,338 | $2,240+93.7% | $6,421-32.4% | $1,946+123.0% |