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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 | $73,347 | $65,555+11.9% | $86,216-14.9% | $75,173-2.4% |
| Participation rate | 43.1% | 60.5%-17.4pp | 69.0%-25.9pp | 67.2%-24.1pp |
| Annual return | 12.82% | 46.07%-33.3pp | 1169.42%-1156.6pp | 160.72%-147.9pp |
| Employer contribution / active EE | $1,372 | $1,553-11.7% | $2,382-42.4% | $2,671-48.6% |
| Participant deferral / active EE | $2,529 | $3,023-16.4% | $3,986-36.6% | $4,126-38.7% |
| Admin fee / account holder | $9,752 | $5,469+78.3% | $6,853+42.3% | $5,651+72.6% |