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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 | $60,039 | $55,470+8.2% | $155,556-61.4% | $74,478-19.4% |
| Participation rate | 31.0% | 61.9%-30.9pp | 78.2%-47.2pp | 67.2%-36.2pp |
| Annual return | 13.43% | 269.80%-256.4pp | 64.84%-51.4pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $933 | $2,267-58.8% | $4,675-80.0% | $2,626-64.5% |
| Participant deferral / active EE | $1,080 | $2,838-62.0% | $5,631-80.8% | $4,350-75.2% |
| Admin fee / account holder | $3,360 | $1,744+92.6% | $15,885-78.8% | $1,946+72.7% |