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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 | $56,155 | $63,342-11.3% | $92,235-39.1% | $70,131-19.9% |
| Participation rate | 63.6% | 68.7%-5.0pp | 76.5%-12.8pp | 69.5%-5.9pp |
| Annual return | 18.05% | 530.15%-512.1pp | 176.28%-158.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,439 | $2,471-41.8% | $3,679-60.9% | $2,342-38.6% |
| Participant deferral / active EE | $3,967 | $2,854+39.0% | $3,897+1.8% | $3,332+19.1% |
| Admin fee / account holder | $1,638 | $3,840-57.3% | $5,194-68.5% | $4,645-64.7% |