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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 | $44,177 | $55,472-20.4% | $155,567-71.6% | $74,546-40.7% |
| Participation rate | 63.1% | 61.9%+1.2pp | 78.2%-15.1pp | 67.2%-4.1pp |
| Annual return | 17.00% | 268.72%-251.7pp | 64.74%-47.7pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $1,206 | $2,269-46.8% | $4,674-74.2% | $2,624-54.0% |
| Participant deferral / active EE | $2,778 | $2,838-2.1% | $5,628-50.6% | $4,347-36.1% |
| Admin fee / account holder | $2,885 | $1,743+65.6% | $15,916-81.9% | $1,944+48.5% |