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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 | $55,446-7.2% | $155,574-66.9% | $74,429-30.9% |
| Participation rate | 34.7% | 61.9%-27.2pp | 78.2%-43.5pp | 67.2%-32.5pp |
| Annual return | 14.61% | 269.20%-254.6pp | 64.87%-50.3pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $639 | $2,266-71.8% | $4,676-86.3% | $2,625-75.7% |
| Participant deferral / active EE | $1,620 | $2,836-42.9% | $5,629-71.2% | $4,348-62.8% |
| Admin fee / account holder | $2,245 | $1,743+28.8% | $15,914-85.9% | $1,944+15.5% |