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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 | $44,406 | $49,897-11.0% | $80,648-44.9% | $75,177-40.9% |
| Participation rate | 51.7% | 55.3%-3.6pp | 67.0%-15.3pp | 67.2%-15.5pp |
| Annual return | 15.17% | 34.68%-19.5pp | 937.21%-922.0pp | 160.75%-145.6pp |
| Employer contribution / active EE | $1,333 | $1,699-21.5% | $2,724-51.1% | $2,671-50.1% |
| Participant deferral / active EE | $3,833 | $2,992+28.1% | $4,443-13.7% | $4,126-7.1% |
| Admin fee / account holder | $418 | $3,579-88.3% | $5,382-92.2% | $5,651-92.6% |