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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 | $63,159 | $54,679+15.5% | $76,119-17.0% | $74,459-15.2% |
| Participation rate | 15.5% | 60.3%-44.8pp | 69.1%-53.6pp | 67.2%-51.7pp |
| Annual return | 18.64% | 31.90%-13.3pp | 361.25%-342.6pp | 1369.70%-1351.1pp |
| Employer contribution / active EE | $520 | $1,781-70.8% | $2,693-80.7% | $2,626-80.2% |
| Participant deferral / active EE | $1,045 | $3,072-66.0% | $4,259-75.5% | $4,350-76.0% |
| Admin fee / account holder | $2,265 | $2,238+1.2% | $6,421-64.7% | $1,945+16.5% |