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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 | $63,517 | $63,346+0.3% | $92,240-31.1% | $70,126-9.4% |
| Participation rate | 56.9% | 68.7%-11.8pp | 76.5%-19.6pp | 69.5%-12.7pp |
| Annual return | 13.69% | 530.19%-516.5pp | 176.29%-162.6pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,150 | $2,471-53.5% | $3,680-68.8% | $2,343-50.9% |
| Participant deferral / active EE | $1,617 | $2,854-43.3% | $3,897-58.5% | $3,332-51.5% |
| Admin fee / account holder | $2,057 | $3,841-46.4% | $5,194-60.4% | $4,645-55.7% |