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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 | $44,703 | $55,472-19.4% | $155,567-71.3% | $74,546-40.0% |
| Participation rate | 68.3% | 61.9%+6.4pp | 78.2%-9.9pp | 67.2%+1.1pp |
| Annual return | 13.08% | 268.72%-255.6pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,382 | $2,269-39.1% | $4,674-70.4% | $2,624-47.3% |
| Participant deferral / active EE | $2,405 | $2,838-15.2% | $5,628-57.3% | $4,347-44.7% |
| Admin fee / account holder | $2,620 | $1,743+50.4% | $15,916-83.5% | $1,944+34.8% |