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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 | $59,467+17.0% | $93,727-25.8% | $74,478-6.6% |
| Participation rate | 42.4% | 59.6%-17.2pp | 68.7%-26.3pp | 67.2%-24.8pp |
| Annual return | 12.27% | 82.14%-69.9pp | 133.83%-121.6pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $1,274 | $1,267+0.6% | $2,421-47.4% | $2,626-51.5% |
| Participant deferral / active EE | $3,482 | $3,052+14.1% | $4,417-21.2% | $4,350-20.0% |
| Admin fee / account holder | $2,640 | $3,028-12.8% | $8,292-68.2% | $1,946+35.7% |