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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 | $59,104 | $63,346-6.7% | $92,240-35.9% | $70,126-15.7% |
| Participation rate | 56.9% | 68.7%-11.8pp | 76.5%-19.6pp | 69.5%-12.7pp |
| Annual return | 15.89% | 530.19%-514.3pp | 176.29%-160.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,276 | $2,471-48.4% | $3,680-65.3% | $2,343-45.5% |
| Participant deferral / active EE | $1,158 | $2,854-59.4% | $3,897-70.3% | $3,332-65.3% |
| Admin fee / account holder | $8,154 | $3,841+112.3% | $5,194+57.0% | $4,645+75.5% |