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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 | $57,571 | $47,479+21.3% | $62,929-8.5% | $82,448-30.2% |
| Participation rate | 51.4% | 66.9%-15.4pp | 73.1%-21.7pp | 68.1%-16.6pp |
| Annual return | 18.83% | 20.34%-1.5pp | 1063.93%-1045.1pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,366 | $1,885-27.5% | $2,505-45.5% | $2,551-46.4% |
| Participant deferral / active EE | $3,859 | $2,870+34.4% | $3,888-0.7% | $4,139-6.8% |
| Admin fee / account holder | $1,062 | $3,804-72.1% | $5,065-79.0% | $7,234-85.3% |