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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 | $45,230 | $61,125-26.0% | $94,057-51.9% | $87,485-48.3% |
| Participation rate | 53.8% | 64.1%-10.2pp | 73.3%-19.5pp | 68.9%-15.1pp |
| Annual return | 19.47% | 35.20%-15.7pp | 480.62%-461.2pp | 26.06%-6.6pp |
| Employer contribution / active EE | $2,641 | $2,136+23.6% | $2,933-10.0% | $2,596+1.7% |
| Participant deferral / active EE | $5,175 | $3,260+58.7% | $4,709+9.9% | $4,274+21.1% |
| Admin fee / account holder | $12,630 | $5,629+124.4% | $7,244+74.3% | $7,775+62.4% |