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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 | $55,045 | $74,661-26.3% | $160,784-65.8% | $67,986-19.0% |
| Participation rate | 24.8% | 57.1%-32.3pp | 77.0%-52.1pp | 57.2%-32.4pp |
| Annual return | 14.99% | 28.83%-13.8pp | 1803.92%-1788.9pp | 31.67%-16.7pp |
| Employer contribution / active EE | $963 | $1,829-47.3% | $3,733-74.2% | $2,019-52.3% |
| Participant deferral / active EE | $2,158 | $3,681-41.4% | $6,293-65.7% | $3,358-35.7% |
| Admin fee / account holder | $5,368 | $3,959+35.6% | $9,717-44.8% | $3,203+67.6% |