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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 | $37,872 | $55,446-31.7% | $155,574-75.7% | $74,429-49.1% |
| Participation rate | 57.9% | 61.9%-4.0pp | 78.2%-20.3pp | 67.2%-9.3pp |
| Annual return | 15.34% | 269.20%-253.9pp | 64.87%-49.5pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $1,866 | $2,266-17.7% | $4,676-60.1% | $2,625-28.9% |
| Participant deferral / active EE | $3,351 | $2,836+18.2% | $5,629-40.5% | $4,348-22.9% |
| Admin fee / account holder | $5,098 | $1,743+192.5% | $15,914-68.0% | $1,944+162.2% |