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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 | $52,901 | $63,346-16.5% | $92,240-42.6% | $70,126-24.6% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 17.39% | 530.19%-512.8pp | 176.29%-158.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $2,321 | $2,471-6.1% | $3,680-36.9% | $2,343-0.9% |
| Participant deferral / active EE | $4,735 | $2,854+65.9% | $3,897+21.5% | $3,332+42.1% |
| Admin fee / account holder | $2,022 | $3,841-47.4% | $5,194-61.1% | $4,645-56.5% |