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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 | $64,053 | $48,570+31.9% | $130,660-51.0% | $72,983-12.2% |
| Participation rate | 53.2% | 58.6%-5.4pp | 71.7%-18.6pp | 69.5%-16.3pp |
| Annual return | 20.49% | 38.63%-18.1pp | 1709.29%-1688.8pp | 81.01%-60.5pp |
| Employer contribution / active EE | $527 | $1,334-60.5% | $4,092-87.1% | $2,440-78.4% |
| Participant deferral / active EE | $2,340 | $2,384-1.8% | $3,603-35.1% | $3,608-35.1% |
| Admin fee / account holder | $2,385 | $3,549-32.8% | $5,463-56.4% | $5,124-53.5% |