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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 | $53,787 | $42,546+26.4% | $71,796-25.1% | $55,167-2.5% |
| Participation rate | 60.2% | 59.1%+1.1pp | 69.1%-8.9pp | 69.0%-8.8pp |
| Annual return | 8.59% | 12.36%-3.8pp | 78.04%-69.5pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,370 | $2,064+63.2% | $2,794+20.6% | $3,054+10.3% |
| Admin fee / account holder | $1,467 | $650+125.8% | $4,815-69.5% | $504+191.1% |