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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 | $57,952 | $55,472+4.5% | $155,567-62.7% | $74,546-22.3% |
| Participation rate | 22.8% | 61.9%-39.1pp | 78.2%-55.4pp | 67.2%-44.4pp |
| Annual return | 11.71% | 268.72%-257.0pp | 64.74%-53.0pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $1,000 | $2,269-55.9% | $4,674-78.6% | $2,624-61.9% |
| Participant deferral / active EE | $2,222 | $2,838-21.7% | $5,628-60.5% | $4,347-48.9% |
| Admin fee / account holder | $3,841 | $1,743+120.4% | $15,916-75.9% | $1,944+97.6% |