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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 | $63,867 | $45,900+39.1% | $94,057-32.1% | $64,340-0.7% |
| Participation rate | 40.2% | 50.6%-10.4pp | 73.3%-33.2pp | 55.2%-15.1pp |
| Annual return | 12.18% | 50.47%-38.3pp | 480.62%-468.4pp | 24.14%-12.0pp |
| Employer contribution / active EE | $1,101 | $1,612-31.7% | $2,933-62.5% | $1,862-40.9% |
| Participant deferral / active EE | $2,412 | $2,102+14.7% | $4,709-48.8% | $2,980-19.1% |
| Admin fee / account holder | $3,886 | $3,143+23.6% | $7,244-46.4% | $3,703+4.9% |