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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 | $58,088 | $48,337+20.2% | $67,560-14.0% | $80,959-28.3% |
| Participation rate | 60.4% | 66.4%-6.1pp | 72.9%-12.6pp | 67.7%-7.3pp |
| Annual return | 12.14% | 18.26%-6.1pp | 3533.50%-3521.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $3,471 | $2,023+71.6% | $2,737+26.8% | $2,757+25.9% |
| Participant deferral / active EE | $3,312 | $2,928+13.1% | $4,004-17.3% | $4,300-23.0% |
| Admin fee / account holder | $7,193 | $3,695+94.6% | $3,994+80.1% | $6,925+3.9% |