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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 | $56,471 | $63,346-10.9% | $92,240-38.8% | $70,126-19.5% |
| Participation rate | 51.4% | 68.7%-17.2pp | 76.5%-25.1pp | 69.5%-18.1pp |
| Annual return | 21.21% | 530.19%-509.0pp | 176.29%-155.1pp | 73.15%-51.9pp |
| Employer contribution / active EE | $1,324 | $2,471-46.4% | $3,680-64.0% | $2,343-43.5% |
| Participant deferral / active EE | $3,619 | $2,854+26.8% | $3,897-7.1% | $3,332+8.6% |
| Admin fee / account holder | $1,896 | $3,841-50.6% | $5,194-63.5% | $4,645-59.2% |