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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 | $51,882 | $54,679-5.1% | $76,119-31.8% | $74,459-30.3% |
| Participation rate | 58.8% | 60.3%-1.5pp | 69.1%-10.3pp | 67.2%-8.4pp |
| Annual return | 12.88% | 31.90%-19.0pp | 361.25%-348.4pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $1,687 | $1,781-5.3% | $2,693-37.4% | $2,626-35.8% |
| Participant deferral / active EE | $2,373 | $3,072-22.8% | $4,259-44.3% | $4,350-45.5% |
| Admin fee / account holder | $5,885 | $2,238+162.9% | $6,421-8.4% | $1,945+202.6% |