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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 | $53,514 | $29,733+80.0% | $56,025-4.5% | $80,959-33.9% |
| Participation rate | 52.6% | 41.7%+10.9pp | 52.5%+0.1pp | 67.7%-15.0pp |
| Annual return | 12.31% | 35.28%-23.0pp | 1712.69%-1700.4pp | 35.67%-23.4pp |
| Employer contribution / active EE | $708 | $672+5.4% | $1,042-32.0% | $2,757-74.3% |
| Participant deferral / active EE | $5,488 | $1,229+346.4% | $1,955+180.8% | $4,300+27.6% |
| Admin fee / account holder | $5,656 | $2,434+132.4% | $2,828+100.0% | $6,925-18.3% |