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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 | $62,056 | $61,125+1.5% | $94,057-34.0% | $87,485-29.1% |
| Participation rate | 61.3% | 64.1%-2.8pp | 73.3%-12.1pp | 68.9%-7.6pp |
| Annual return | 69.77% | 35.20%+34.6pp | 480.62%-410.9pp | 26.06%+43.7pp |
| Employer contribution / active EE | $1,659 | $2,136-22.3% | $2,933-43.4% | $2,596-36.1% |
| Participant deferral / active EE | $3,503 | $3,260+7.5% | $4,709-25.6% | $4,274-18.0% |
| Admin fee / account holder | $4,138 | $5,629-26.5% | $7,244-42.9% | $7,775-46.8% |