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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 | $53,868 | $59,448-9.4% | $93,696-42.5% | $74,459-27.7% |
| Participation rate | 52.0% | 59.6%-7.6pp | 68.7%-16.7pp | 67.2%-15.2pp |
| Annual return | 13.98% | 82.11%-68.1pp | 133.74%-119.8pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $2,281 | $1,266+80.1% | $2,422-5.8% | $2,626-13.1% |
| Participant deferral / active EE | $3,709 | $3,052+21.5% | $4,417-16.0% | $4,350-14.7% |
| Admin fee / account holder | $3,249 | $3,027+7.3% | $8,287-60.8% | $1,945+67.0% |