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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 | $55,223 | $80,812-31.7% | $160,784-65.7% | $82,448-33.0% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.0%-27.0pp | 68.1%-18.1pp |
| Annual return | 22.30% | 100.59%-78.3pp | 1803.92%-1781.6pp | 41.64%-19.3pp |
| Employer contribution / active EE | $1,935 | $2,174-11.0% | $3,733-48.2% | $2,551-24.2% |
| Participant deferral / active EE | $4,546 | $4,335+4.9% | $6,293-27.8% | $4,139+9.8% |
| Admin fee / account holder | $660 | $7,695-91.4% | $9,717-93.2% | $7,234-90.9% |