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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 | $50,686 | $80,753-37.2% | $136,298-62.8% | $62,293-18.6% |
| Participation rate | 59.6% | 73.5%-13.9pp | 81.9%-22.3pp | 69.5%-9.9pp |
| Annual return | 20.99% | 35.83%-14.8pp | 5156.27%-5135.3pp | 28.90%-7.9pp |
| Employer contribution / active EE | $2,241 | $2,884-22.3% | $4,696-52.3% | $2,042+9.7% |
| Participant deferral / active EE | $4,206 | $5,164-18.6% | $6,247-32.7% | $3,169+32.7% |
| Admin fee / account holder | $2,568 | $525+388.8% | $9,244-72.2% | $479+435.8% |