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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 | $63,672 | $61,125+4.2% | $94,057-32.3% | $87,485-27.2% |
| Participation rate | 53.1% | 64.1%-10.9pp | 73.3%-20.2pp | 68.9%-15.8pp |
| Annual return | 15.17% | 35.20%-20.0pp | 480.62%-465.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,106 | $2,136-1.4% | $2,933-28.2% | $2,596-18.9% |
| Participant deferral / active EE | $3,639 | $3,260+11.6% | $4,709-22.7% | $4,274-14.8% |
| Admin fee / account holder | $6,166 | $5,629+9.6% | $7,244-14.9% | $7,775-20.7% |