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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 | $65,845 | $85,766-23.2% | $136,298-51.7% | $70,126-6.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 19.06% | 31.46%-12.4pp | 5156.27%-5137.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $2,474 | $2,966-16.6% | $4,696-47.3% | $2,343+5.6% |
| Participant deferral / active EE | $4,781 | $5,051-5.3% | $6,247-23.5% | $3,332+43.5% |
| Admin fee / account holder | $8,207 | $5,421+51.4% | $9,244-11.2% | $4,645+76.7% |