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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 | $60,235 | $85,169-29.3% | $172,755-65.1% | $72,983-17.5% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 22.59% | 27.32%-4.7pp | 802.94%-780.3pp | 81.01%-58.4pp |
| Employer contribution / active EE | $1,711 | $3,324-48.5% | $5,144-66.7% | $2,440-29.9% |
| Participant deferral / active EE | $3,483 | $3,260+6.8% | $5,198-33.0% | $3,608-3.4% |
| Admin fee / account holder | $2,661 | $5,880-54.7% | $13,955-80.9% | $5,124-48.1% |