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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 | $58,635 | $55,437+5.8% | $155,534-62.3% | $74,459-21.3% |
| Participation rate | 55.3% | 61.9%-6.6pp | 78.2%-22.9pp | 67.2%-11.9pp |
| Annual return | 18.55% | 269.58%-251.0pp | 64.92%-46.4pp | 1369.70%-1351.1pp |
| Employer contribution / active EE | $1,274 | $2,266-43.8% | $4,675-72.8% | $2,626-51.5% |
| Participant deferral / active EE | $2,030 | $2,837-28.4% | $5,630-63.9% | $4,350-53.3% |
| Admin fee / account holder | $4,716 | $1,742+170.7% | $15,900-70.3% | $1,945+142.5% |