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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 | $62,030 | $56,431+9.9% | $130,788-52.6% | $87,485-29.1% |
| Participation rate | 38.2% | 58.9%-20.7pp | 70.1%-31.9pp | 68.9%-30.7pp |
| Annual return | 16.02% | 91.27%-75.2pp | 386.44%-370.4pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,064 | $1,549-31.3% | $3,558-70.1% | $2,596-59.0% |
| Participant deferral / active EE | $2,710 | $2,749-1.4% | $4,137-34.5% | $4,274-36.6% |
| Admin fee / account holder | $2,380 | $4,433-46.3% | $6,673-64.3% | $7,775-69.4% |