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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 | $60,045 | $54,679+9.8% | $76,119-21.1% | $74,459-19.4% |
| Participation rate | 42.3% | 60.3%-18.0pp | 69.1%-26.8pp | 67.2%-24.9pp |
| Annual return | 24.79% | 31.90%-7.1pp | 361.25%-336.5pp | 1369.70%-1344.9pp |
| Employer contribution / active EE | $1,374 | $1,781-22.9% | $2,693-49.0% | $2,626-47.7% |
| Participant deferral / active EE | $2,401 | $3,072-21.8% | $4,259-43.6% | $4,350-44.8% |
| Admin fee / account holder | $5,259 | $2,238+135.0% | $6,421-18.1% | $1,945+170.4% |