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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 | $61,821 | $47,479+30.2% | $62,929-1.8% | $82,448-25.0% |
| Participation rate | 58.8% | 66.9%-8.0pp | 73.1%-14.3pp | 68.1%-9.2pp |
| Annual return | 13.04% | 20.34%-7.3pp | 1063.93%-1050.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $734 | $1,885-61.1% | $2,505-70.7% | $2,551-71.2% |
| Participant deferral / active EE | $3,055 | $2,870+6.4% | $3,888-21.4% | $4,139-26.2% |
| Admin fee / account holder | $5,634 | $3,804+48.1% | $5,065+11.2% | $7,234-22.1% |