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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 | $64,937 | $47,479+36.8% | $62,929+3.2% | $82,448-21.2% |
| Participation rate | 65.3% | 66.9%-1.6pp | 73.1%-7.8pp | 68.1%-2.8pp |
| Annual return | 14.65% | 20.34%-5.7pp | 1063.93%-1049.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,531 | $1,885-18.8% | $2,505-38.9% | $2,551-40.0% |
| Participant deferral / active EE | $3,044 | $2,870+6.0% | $3,888-21.7% | $4,139-26.5% |
| Admin fee / account holder | $973 | $3,804-74.4% | $5,065-80.8% | $7,234-86.5% |