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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 | $62,743 | $49,199+27.5% | $121,204-48.2% | $75,173-16.5% |
| Participation rate | 51.4% | 55.4%-4.1pp | 69.5%-18.2pp | 67.2%-15.9pp |
| Annual return | 17.41% | 56.04%-38.6pp | 987.18%-969.8pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,655 | $1,547+6.9% | $4,170-60.3% | $2,671-38.0% |
| Participant deferral / active EE | $3,299 | $2,630+25.5% | $4,083-19.2% | $4,126-20.0% |
| Admin fee / account holder | $1,320 | $3,946-66.6% | $5,651-76.7% | $5,651-76.6% |