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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 | $54,674+10.7% | $76,089-20.4% | $74,429-18.7% |
| Participation rate | 47.9% | 60.3%-12.4pp | 69.1%-21.2pp | 67.2%-19.3pp |
| Annual return | 12.58% | 31.89%-19.3pp | 360.94%-348.4pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $2,008 | $1,781+12.8% | $2,690-25.3% | $2,625-23.5% |
| Participant deferral / active EE | $3,345 | $3,071+8.9% | $4,259-21.5% | $4,348-23.1% |
| Admin fee / account holder | $4,338 | $2,238+93.9% | $6,418-32.4% | $1,944+123.1% |