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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 | $70,529 | $47,479+48.5% | $62,929+12.1% | $82,448-14.5% |
| Participation rate | 50.0% | 66.9%-16.9pp | 73.1%-23.1pp | 68.1%-18.1pp |
| Annual return | 16.22% | 20.34%-4.1pp | 1063.93%-1047.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,452 | $1,885+30.0% | $2,505-2.1% | $2,551-3.9% |
| Participant deferral / active EE | $2,922 | $2,870+1.8% | $3,888-24.8% | $4,139-29.4% |
| Admin fee / account holder | $2,046 | $3,804-46.2% | $5,065-59.6% | $7,234-71.7% |