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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 | $45,619 | $55,437-17.7% | $155,534-70.7% | $74,459-38.7% |
| Participation rate | 50.0% | 61.9%-11.9pp | 78.2%-28.2pp | 67.2%-17.2pp |
| Annual return | 13.06% | 269.58%-256.5pp | 64.92%-51.9pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $942 | $2,266-58.5% | $4,675-79.9% | $2,626-64.1% |
| Participant deferral / active EE | $1,577 | $2,837-44.4% | $5,630-72.0% | $4,350-63.7% |
| Admin fee / account holder | $2,763 | $1,742+58.6% | $15,900-82.6% | $1,945+42.1% |