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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 | $53,734 | $47,105+14.1% | $68,368-21.4% | $67,986-21.0% |
| Participation rate | 36.4% | 51.8%-15.4pp | 73.8%-37.4pp | 57.2%-20.8pp |
| Annual return | 13.80% | 48.37%-34.6pp | 292.57%-278.8pp | 31.67%-17.9pp |
| Employer contribution / active EE | $514 | $1,859-72.3% | $2,649-80.6% | $2,019-74.5% |
| Participant deferral / active EE | $936 | $2,374-60.6% | $4,123-77.3% | $3,358-72.1% |
| Admin fee / account holder | $5,384 | $2,435+121.1% | $5,150+4.6% | $3,203+68.1% |