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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 | $55,437-19.4% | $155,534-71.3% | $74,459-40.0% |
| Participation rate | 68.3% | 61.9%+6.4pp | 78.2%-9.9pp | 67.2%+1.0pp |
| Annual return | 13.08% | 269.58%-256.5pp | 64.92%-51.8pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $1,382 | $2,266-39.0% | $4,675-70.4% | $2,626-47.4% |
| Participant deferral / active EE | $2,405 | $2,837-15.2% | $5,630-57.3% | $4,350-44.7% |
| Admin fee / account holder | $2,620 | $1,742+50.4% | $15,900-83.5% | $1,945+34.7% |