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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 | $55,446+8.3% | $155,574-61.4% | $74,429-19.3% |
| Participation rate | 31.0% | 61.9%-30.9pp | 78.2%-47.2pp | 67.2%-36.2pp |
| Annual return | 13.43% | 269.20%-255.8pp | 64.87%-51.4pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $933 | $2,266-58.8% | $4,676-80.1% | $2,625-64.5% |
| Participant deferral / active EE | $1,080 | $2,836-61.9% | $5,629-80.8% | $4,348-75.2% |
| Admin fee / account holder | $3,360 | $1,743+92.8% | $15,914-78.9% | $1,944+72.8% |