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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 | $50,554+39.5% | $67,681+4.2% | $87,485-19.4% |
| Participation rate | 50.0% | 67.7%-17.7pp | 73.7%-23.7pp | 68.9%-18.9pp |
| Annual return | 16.22% | 17.81%-1.6pp | 590.58%-574.4pp | 26.06%-9.8pp |
| Employer contribution / active EE | $2,452 | $1,988+23.3% | $2,678-8.5% | $2,596-5.6% |
| Participant deferral / active EE | $2,922 | $2,961-1.3% | $3,976-26.5% | $4,274-31.6% |
| Admin fee / account holder | $2,046 | $4,132-50.5% | $6,100-66.5% | $7,775-73.7% |