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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 | $66,163 | $59,448+11.3% | $93,696-29.4% | $74,459-11.1% |
| Participation rate | 49.0% | 59.6%-10.6pp | 68.7%-19.7pp | 67.2%-18.2pp |
| Annual return | 12.02% | 82.11%-70.1pp | 133.74%-121.7pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $1,201 | $1,266-5.2% | $2,422-50.4% | $2,626-54.3% |
| Participant deferral / active EE | $3,455 | $3,052+13.2% | $4,417-21.8% | $4,350-20.6% |
| Admin fee / account holder | $8,418 | $3,027+178.1% | $8,287+1.6% | $1,945+332.9% |