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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 | $60,193 | $59,456+1.2% | $93,681-35.7% | $74,400-19.1% |
| Participation rate | 62.9% | 59.6%+3.2pp | 68.7%-5.9pp | 67.2%-4.4pp |
| Annual return | 12.08% | 82.00%-69.9pp | 133.47%-121.4pp | 1367.51%-1355.4pp |
| Employer contribution / active EE | $977 | $1,266-22.8% | $2,422-59.7% | $2,624-62.8% |
| Participant deferral / active EE | $3,258 | $3,052+6.7% | $4,415-26.2% | $4,348-25.1% |
| Admin fee / account holder | $5,044 | $3,026+66.7% | $8,290-39.2% | $1,944+159.5% |