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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 | $51,638+20.2% | $68,368-9.2% | $82,448-24.7% |
| Participation rate | 61.3% | 63.6%-2.3pp | 73.8%-12.5pp | 68.1%-6.8pp |
| Annual return | 69.77% | 37.53%+32.2pp | 292.57%-222.8pp | 41.64%+28.1pp |
| Employer contribution / active EE | $1,659 | $2,047-18.9% | $2,649-37.4% | $2,551-34.9% |
| Participant deferral / active EE | $3,503 | $2,914+20.2% | $4,123-15.0% | $4,139-15.4% |
| Admin fee / account holder | $4,138 | $4,643-10.9% | $5,150-19.6% | $7,234-42.8% |