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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 | $69,573 | $59,456+17.0% | $93,669-25.7% | $74,429-6.5% |
| Participation rate | 42.4% | 59.6%-17.3pp | 68.7%-26.4pp | 67.2%-24.8pp |
| Annual return | 12.27% | 82.00%-69.7pp | 133.59%-121.3pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $1,274 | $1,266+0.7% | $2,424-47.4% | $2,625-51.4% |
| Participant deferral / active EE | $3,482 | $3,052+14.1% | $4,416-21.1% | $4,348-19.9% |
| Admin fee / account holder | $2,640 | $3,026-12.8% | $8,291-68.2% | $1,944+35.8% |