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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 | $55,446-7.5% | $155,574-67.1% | $74,429-31.1% |
| Participation rate | 56.4% | 61.9%-5.5pp | 78.2%-21.8pp | 67.2%-10.8pp |
| Annual return | 20.03% | 269.20%-249.2pp | 64.87%-44.8pp | 1368.38%-1348.4pp |
| Employer contribution / active EE | $1,822 | $2,266-19.6% | $4,676-61.0% | $2,625-30.6% |
| Participant deferral / active EE | $3,355 | $2,836+18.3% | $5,629-40.4% | $4,348-22.8% |
| Admin fee / account holder | $4,755 | $1,743+172.8% | $15,914-70.1% | $1,944+144.5% |