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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 | $57,125 | $65,555-12.9% | $86,216-33.7% | $75,173-24.0% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 18.25% | 46.07%-27.8pp | 1169.42%-1151.2pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,623 | $1,553+4.5% | $2,382-31.8% | $2,671-39.2% |
| Participant deferral / active EE | $2,959 | $3,023-2.1% | $3,986-25.8% | $4,126-28.3% |
| Admin fee / account holder | $2,749 | $5,469-49.7% | $6,853-59.9% | $5,651-51.4% |