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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 | $52,303 | $55,446-5.7% | $155,574-66.4% | $74,429-29.7% |
| Participation rate | 42.3% | 61.9%-19.6pp | 78.2%-35.9pp | 67.2%-24.9pp |
| Annual return | 18.09% | 269.20%-251.1pp | 64.87%-46.8pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $593 | $2,266-73.8% | $4,676-87.3% | $2,625-77.4% |
| Participant deferral / active EE | $1,266 | $2,836-55.4% | $5,629-77.5% | $4,348-70.9% |
| Admin fee / account holder | $2,525 | $1,743+44.9% | $15,914-84.1% | $1,944+29.9% |