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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 | $59,081 | $56,431+4.7% | $130,788-54.8% | $87,485-32.5% |
| Participation rate | 41.9% | 58.9%-17.1pp | 70.1%-28.2pp | 68.9%-27.1pp |
| Annual return | 16.65% | 91.27%-74.6pp | 386.44%-369.8pp | 26.06%-9.4pp |
| Employer contribution / active EE | $975 | $1,549-37.0% | $3,558-72.6% | $2,596-62.4% |
| Participant deferral / active EE | $3,078 | $2,749+12.0% | $4,137-25.6% | $4,274-28.0% |
| Admin fee / account holder | $2,456 | $4,433-44.6% | $6,673-63.2% | $7,775-68.4% |