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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 | $55,423+2.6% | $155,602-63.5% | $74,400-23.6% |
| Participation rate | 40.5% | 61.9%-21.4pp | 78.2%-37.7pp | 67.2%-26.7pp |
| Annual return | 15.11% | 269.07%-254.0pp | 64.81%-49.7pp | 1367.51%-1352.4pp |
| Employer contribution / active EE | $629 | $2,266-72.3% | $4,675-86.6% | $2,624-76.0% |
| Participant deferral / active EE | $2,445 | $2,835-13.8% | $5,629-56.6% | $4,348-43.8% |
| Admin fee / account holder | $13,511 | $1,744+674.5% | $15,923-15.1% | $1,944+595.2% |