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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 | $51,006 | $56,134-9.1% | $96,192-47.0% | $85,851-40.6% |
| Participation rate | 43.5% | 56.7%-13.2pp | 68.4%-25.0pp | 69.3%-25.8pp |
| Annual return | 14.20% | 42.30%-28.1pp | 192.09%-177.9pp | 318.63%-304.4pp |
| Employer contribution / active EE | $1,446 | $1,620-10.8% | $2,799-48.4% | $2,565-43.6% |
| Participant deferral / active EE | $3,801 | $2,858+33.0% | $4,351-12.6% | $3,952-3.8% |
| Admin fee / account holder | $13,087 | $3,769+247.2% | $5,539+136.3% | $6,261+109.0% |