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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 | $55,843 | $55,446+0.7% | $155,574-64.1% | $74,429-25.0% |
| Participation rate | 34.3% | 61.9%-27.6pp | 78.2%-43.9pp | 67.2%-32.9pp |
| Annual return | 17.89% | 269.20%-251.3pp | 64.87%-47.0pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $609 | $2,266-73.1% | $4,676-87.0% | $2,625-76.8% |
| Participant deferral / active EE | $1,229 | $2,836-56.7% | $5,629-78.2% | $4,348-71.7% |
| Admin fee / account holder | $4,619 | $1,743+165.0% | $15,914-71.0% | $1,944+137.6% |