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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 | $53,039 | $59,006-10.1% | $97,197-45.4% | $74,429-28.7% |
| Participation rate | 33.2% | 63.7%-30.6pp | 72.7%-39.5pp | 67.2%-34.1pp |
| Annual return | 19.14% | 16.04%+3.1pp | 75.47%-56.3pp | 1368.38%-1349.2pp |
| Employer contribution / active EE | $1,262 | $1,894-33.4% | $2,723-53.7% | $2,625-51.9% |
| Participant deferral / active EE | $2,489 | $3,671-32.2% | $4,263-41.6% | $4,348-42.8% |
| Admin fee / account holder | $1,555 | $1,974-21.2% | $5,637-72.4% | $1,944-20.0% |