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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 | $55,906 | $55,446+0.8% | $155,574-64.1% | $74,429-24.9% |
| Participation rate | 53.7% | 61.9%-8.2pp | 78.2%-24.5pp | 67.2%-13.5pp |
| Annual return | 15.05% | 269.20%-254.1pp | 64.87%-49.8pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $1,082 | $2,266-52.2% | $4,676-76.9% | $2,625-58.8% |
| Participant deferral / active EE | $2,346 | $2,836-17.3% | $5,629-58.3% | $4,348-46.0% |
| Admin fee / account holder | $1,752 | $1,743+0.5% | $15,914-89.0% | $1,944-9.9% |