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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 | $69,186 | $65,575+5.5% | $86,209-19.7% | $75,181-8.0% |
| Participation rate | 48.4% | 60.5%-12.1pp | 69.0%-20.6pp | 67.2%-18.8pp |
| Annual return | 13.32% | 46.07%-32.7pp | 1169.05%-1155.7pp | 160.69%-147.4pp |
| Employer contribution / active EE | $671 | $1,553-56.8% | $2,381-71.8% | $2,671-74.9% |
| Participant deferral / active EE | $4,802 | $3,023+58.8% | $3,986+20.5% | $4,126+16.4% |
| Admin fee / account holder | $6,485 | $5,470+18.6% | $6,853-5.4% | $5,650+14.8% |