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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 | $51,261 | $55,470-7.6% | $155,556-67.0% | $74,478-31.2% |
| Participation rate | 56.4% | 61.9%-5.5pp | 78.2%-21.8pp | 67.2%-10.8pp |
| Annual return | 20.03% | 269.80%-249.8pp | 64.84%-44.8pp | 1370.56%-1350.5pp |
| Employer contribution / active EE | $1,822 | $2,267-19.6% | $4,675-61.0% | $2,626-30.6% |
| Participant deferral / active EE | $3,355 | $2,838+18.2% | $5,631-40.4% | $4,350-22.9% |
| Admin fee / account holder | $4,755 | $1,744+172.6% | $15,885-70.1% | $1,946+144.4% |