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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 | $54,689 | $47,479+15.2% | $62,929-13.1% | $82,448-33.7% |
| Participation rate | 48.4% | 66.9%-18.5pp | 73.1%-24.7pp | 68.1%-19.7pp |
| Annual return | 20.18% | 20.34%-0.2pp | 1063.93%-1043.8pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,504 | $1,885-20.2% | $2,505-40.0% | $2,551-41.1% |
| Participant deferral / active EE | $3,852 | $2,870+34.2% | $3,888-0.9% | $4,139-6.9% |
| Admin fee / account holder | $680 | $3,804-82.1% | $5,065-86.6% | $7,234-90.6% |