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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 | $70,888 | $49,897+42.1% | $80,648-12.1% | $75,177-5.7% |
| Participation rate | 41.7% | 55.3%-13.7pp | 67.0%-25.3pp | 67.2%-25.5pp |
| Annual return | 18.61% | 34.68%-16.1pp | 937.21%-918.6pp | 160.75%-142.1pp |
| Employer contribution / active EE | $1,254 | $1,699-26.2% | $2,724-53.9% | $2,671-53.0% |
| Participant deferral / active EE | $3,270 | $2,992+9.3% | $4,443-26.4% | $4,126-20.7% |
| Admin fee / account holder | $525 | $3,579-85.3% | $5,382-90.2% | $5,651-90.7% |