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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 | $51,442 | $55,470-7.3% | $155,556-66.9% | $74,478-30.9% |
| Participation rate | 34.7% | 61.9%-27.2pp | 78.2%-43.5pp | 67.2%-32.5pp |
| Annual return | 14.61% | 269.80%-255.2pp | 64.84%-50.2pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $639 | $2,267-71.8% | $4,675-86.3% | $2,626-75.7% |
| Participant deferral / active EE | $1,620 | $2,838-42.9% | $5,631-71.2% | $4,350-62.8% |
| Admin fee / account holder | $2,245 | $1,744+28.7% | $15,885-85.9% | $1,946+15.4% |