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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 | $58,959 | $51,638+14.2% | $68,368-13.8% | $82,448-28.5% |
| Participation rate | 37.5% | 63.6%-26.1pp | 73.8%-36.3pp | 68.1%-30.6pp |
| Annual return | 24.66% | 37.53%-12.9pp | 292.57%-267.9pp | 41.64%-17.0pp |
| Employer contribution / active EE | $1,099 | $2,047-46.3% | $2,649-58.5% | $2,551-56.9% |
| Participant deferral / active EE | $3,992 | $2,914+37.0% | $4,123-3.2% | $4,139-3.6% |
| Admin fee / account holder | $10,213 | $4,643+119.9% | $5,150+98.3% | $7,234+41.2% |