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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 | $16,905 | $55,889-69.8% | $76,119-77.8% | $80,935-79.1% |
| Participation rate | 60.7% | 62.1%-1.4pp | 69.1%-8.4pp | 67.7%-6.9pp |
| Annual return | 54.10% | 20.58%+33.5pp | 361.25%-307.1pp | 35.66%+18.4pp |
| Employer contribution / active EE | $2,118 | $1,866+13.5% | $2,693-21.4% | $2,757-23.2% |
| Participant deferral / active EE | $3,535 | $3,051+15.8% | $4,259-17.0% | $4,299-17.8% |
| Admin fee / account holder | $3,461 | $5,241-34.0% | $6,421-46.1% | $6,924-50.0% |