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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 | $47,799 | $47,479+0.7% | $62,929-24.0% | $82,448-42.0% |
| Participation rate | 50.0% | 66.9%-16.9pp | 73.1%-23.1pp | 68.1%-18.1pp |
| Annual return | 17.10% | 20.34%-3.2pp | 1063.93%-1046.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,966 | $1,885+110.3% | $2,505+58.3% | $2,551+55.5% |
| Participant deferral / active EE | $1,949 | $2,870-32.1% | $3,888-49.9% | $4,139-52.9% |
| Admin fee / account holder | $1,909 | $3,804-49.8% | $5,065-62.3% | $7,234-73.6% |