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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 | $50,564 | $55,472-8.8% | $155,567-67.5% | $74,546-32.2% |
| Participation rate | 56.5% | 61.9%-5.4pp | 78.2%-21.7pp | 67.2%-10.7pp |
| Annual return | 13.34% | 268.72%-255.4pp | 64.74%-51.4pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $692 | $2,269-69.5% | $4,674-85.2% | $2,624-73.6% |
| Participant deferral / active EE | $2,641 | $2,838-6.9% | $5,628-53.1% | $4,347-39.3% |
| Admin fee / account holder | $2,523 | $1,743+44.8% | $15,916-84.1% | $1,944+29.8% |