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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 | $69,348 | $58,241+19.1% | $81,780-15.2% | $80,911-14.3% |
| Participation rate | 62.5% | 63.4%-0.9pp | 72.4%-9.9pp | 67.6%-5.1pp |
| Annual return | 20.63% | 41.73%-21.1pp | 776.27%-755.6pp | 35.63%-15.0pp |
| Employer contribution / active EE | $1,806 | $2,343-22.9% | $2,914-38.0% | $2,756-34.5% |
| Participant deferral / active EE | $3,089 | $3,283-5.9% | $4,321-28.5% | $4,297-28.1% |
| Admin fee / account holder | $1,456 | $4,973-70.7% | $7,384-80.3% | $6,935-79.0% |