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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 | $69,220 | $65,566+5.6% | $86,235-19.7% | $75,177-7.9% |
| Participation rate | 53.8% | 60.5%-6.6pp | 69.0%-15.1pp | 67.2%-13.4pp |
| Annual return | 15.67% | 46.07%-30.4pp | 1170.03%-1154.4pp | 160.75%-145.1pp |
| Employer contribution / active EE | $1,884 | $1,553+21.3% | $2,381-20.9% | $2,671-29.5% |
| Participant deferral / active EE | $5,657 | $3,023+87.1% | $3,987+41.9% | $4,126+37.1% |
| Admin fee / account holder | $1,542 | $5,470-71.8% | $6,856-77.5% | $5,651-72.7% |