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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 | $55,472-7.6% | $155,567-67.0% | $74,546-31.2% |
| Participation rate | 56.4% | 61.9%-5.5pp | 78.2%-21.8pp | 67.2%-10.8pp |
| Annual return | 20.03% | 268.72%-248.7pp | 64.74%-44.7pp | 1366.03%-1346.0pp |
| Employer contribution / active EE | $1,822 | $2,269-19.7% | $4,674-61.0% | $2,624-30.6% |
| Participant deferral / active EE | $3,355 | $2,838+18.2% | $5,628-40.4% | $4,347-22.8% |
| Admin fee / account holder | $4,755 | $1,743+172.9% | $15,916-70.1% | $1,944+144.6% |