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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 | $70,554 | $63,346+11.4% | $92,240-23.5% | $70,126+0.6% |
| Participation rate | 53.1% | 68.7%-15.5pp | 76.5%-23.4pp | 69.5%-16.4pp |
| Annual return | 19.58% | 530.19%-510.6pp | 176.29%-156.7pp | 73.15%-53.6pp |
| Employer contribution / active EE | $1,261 | $2,471-49.0% | $3,680-65.7% | $2,343-46.2% |
| Participant deferral / active EE | $2,036 | $2,854-28.7% | $3,897-47.8% | $3,332-38.9% |
| Admin fee / account holder | $5,496 | $3,841+43.1% | $5,194+5.8% | $4,645+18.3% |