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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 | $60,356 | $63,346-4.7% | $92,239-34.6% | $70,124-13.9% |
| Participation rate | 62.1% | 68.7%-6.6pp | 76.5%-14.4pp | 69.5%-7.5pp |
| Annual return | 20.40% | 530.19%-509.8pp | 176.29%-155.9pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,251 | $2,471-49.4% | $3,680-66.0% | $2,342-46.6% |
| Participant deferral / active EE | $2,906 | $2,854+1.8% | $3,897-25.4% | $3,332-12.8% |
| Admin fee / account holder | $641 | $3,841-83.3% | $5,194-87.7% | $4,645-86.2% |