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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 | $53,282 | $136,179-60.9% | $98,755-46.0% | $167,518-68.2% |
| Participation rate | 60.0% | 70.2%-10.2pp | 65.7%-5.7pp | 82.1%-22.1pp |
| Annual return | 10.25% | 67.53%-57.3pp | 49.91%-39.7pp | 478.71%-468.5pp |
| Employer contribution / active EE | $1,074 | $2,631-59.2% | $2,067-48.1% | $4,838-77.8% |
| Participant deferral / active EE | $4,348 | $3,716+17.0% | $3,035+43.3% | $6,342-31.4% |
| Admin fee / account holder | $1,783 | $5,031-64.6% | $4,076-56.3% | $12,312-85.5% |