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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 | $60,831 | $56,116+8.4% | $135,768-55.2% | $86,983-30.1% |
| Participation rate | 55.4% | 60.1%-4.7pp | 71.1%-15.7pp | 69.5%-14.1pp |
| Annual return | 11.85% | 125.33%-113.5pp | 526.10%-514.2pp | 25.83%-14.0pp |
| Employer contribution / active EE | $959 | $1,528-37.3% | $3,394-71.8% | $2,584-62.9% |
| Participant deferral / active EE | $2,536 | $2,690-5.7% | $3,977-36.2% | $4,194-39.5% |
| Admin fee / account holder | $840 | $4,314-80.5% | $7,048-88.1% | $7,856-89.3% |