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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 | $53,009 | $65,575-19.2% | $86,209-38.5% | $75,181-29.5% |
| Participation rate | 51.6% | 60.5%-8.9pp | 69.0%-17.3pp | 67.2%-15.6pp |
| Annual return | 18.18% | 46.07%-27.9pp | 1169.05%-1150.9pp | 160.69%-142.5pp |
| Employer contribution / active EE | $1,648 | $1,553+6.1% | $2,381-30.8% | $2,671-38.3% |
| Participant deferral / active EE | $2,912 | $3,023-3.7% | $3,986-27.0% | $4,126-29.4% |
| Admin fee / account holder | $949 | $5,470-82.7% | $6,853-86.2% | $5,650-83.2% |