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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 | $57,054 | $48,314+18.1% | $67,561-15.6% | $80,925-29.5% |
| Participation rate | 49.5% | 66.4%-16.9pp | 72.9%-23.4pp | 67.7%-18.2pp |
| Annual return | 14.59% | 18.28%-3.7pp | 3525.44%-3510.9pp | 35.65%-21.1pp |
| Employer contribution / active EE | $1,128 | $2,022-44.2% | $2,735-58.7% | $2,756-59.1% |
| Participant deferral / active EE | $2,741 | $2,927-6.3% | $4,003-31.5% | $4,299-36.2% |
| Admin fee / account holder | $5,484 | $3,690+48.6% | $4,006+36.9% | $6,940-21.0% |