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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 | $56,840 | $55,472+2.5% | $155,567-63.5% | $74,546-23.8% |
| Participation rate | 40.5% | 61.9%-21.4pp | 78.2%-37.7pp | 67.2%-26.7pp |
| Annual return | 15.11% | 268.72%-253.6pp | 64.74%-49.6pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $629 | $2,269-72.3% | $4,674-86.6% | $2,624-76.0% |
| Participant deferral / active EE | $2,445 | $2,838-13.8% | $5,628-56.6% | $4,347-43.8% |
| Admin fee / account holder | $13,511 | $1,743+675.3% | $15,916-15.1% | $1,944+595.2% |