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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 | $55,241 | $58,311-5.3% | $81,882-32.5% | $80,959-31.8% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 27.44% | 41.85%-14.4pp | 779.47%-752.0pp | 35.67%-8.2pp |
| Employer contribution / active EE | $1,765 | $2,347-24.8% | $2,916-39.5% | $2,757-36.0% |
| Participant deferral / active EE | $4,512 | $3,287+37.3% | $4,323+4.4% | $4,300+4.9% |
| Admin fee / account holder | $13,778 | $4,752+189.9% | $7,360+87.2% | $6,925+99.0% |