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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 | $44,849 | $79,209-43.4% | $102,434-56.2% | $74,459-39.8% |
| Participation rate | 69.9% | 74.8%-4.9pp | 76.5%-6.6pp | 67.2%+2.7pp |
| Annual return | 17.24% | 54.98%-37.7pp | 29.46%-12.2pp | 1369.70%-1352.5pp |
| Employer contribution / active EE | $2,126 | $2,362-10.0% | $3,023-29.7% | $2,626-19.0% |
| Participant deferral / active EE | $4,280 | $4,417-3.1% | $5,055-15.3% | $4,350-1.6% |
| Admin fee / account holder | $5,784 | $2,002+188.9% | $9,462-38.9% | $1,945+197.4% |