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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 | $52,082 | $81,208-35.9% | $98,920-47.3% | $79,856-34.8% |
| Participation rate | 42.3% | 72.5%-30.2pp | 76.0%-33.7pp | 69.6%-27.3pp |
| Annual return | 16.57% | 60.99%-44.4pp | 196.47%-179.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $891 | $1,960-54.5% | $2,689-66.9% | $2,471-63.9% |
| Participant deferral / active EE | $1,934 | $3,265-40.8% | $4,245-54.4% | $3,741-48.3% |
| Admin fee / account holder | $12,074 | $6,013+100.8% | $6,643+81.8% | $5,306+127.5% |