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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 | $58,924 | $54,679+7.8% | $76,119-22.6% | $74,459-20.9% |
| Participation rate | 30.6% | 60.3%-29.8pp | 69.1%-38.5pp | 67.2%-36.7pp |
| Annual return | 14.35% | 31.90%-17.6pp | 361.25%-346.9pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $842 | $1,781-52.7% | $2,693-68.7% | $2,626-67.9% |
| Participant deferral / active EE | $2,249 | $3,072-26.8% | $4,259-47.2% | $4,350-48.3% |
| Admin fee / account holder | $7,733 | $2,238+245.5% | $6,421+20.4% | $1,945+297.6% |