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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 | $76,632 | $58,241+31.6% | $81,780-6.3% | $80,911-5.3% |
| Participation rate | 54.8% | 63.4%-8.6pp | 72.4%-17.5pp | 67.6%-12.8pp |
| Annual return | 17.29% | 41.73%-24.4pp | 776.27%-759.0pp | 35.63%-18.3pp |
| Employer contribution / active EE | $2,040 | $2,343-12.9% | $2,914-30.0% | $2,756-26.0% |
| Participant deferral / active EE | $3,080 | $3,283-6.2% | $4,321-28.7% | $4,297-28.3% |
| Admin fee / account holder | $2,261 | $4,973-54.5% | $7,384-69.4% | $6,935-67.4% |