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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 | $86,014 | $55,437+55.2% | $155,534-44.7% | $74,459+15.5% |
| Participation rate | 44.5% | 61.9%-17.3pp | 78.2%-33.7pp | 67.2%-22.7pp |
| Annual return | 11.91% | 269.58%-257.7pp | 64.92%-53.0pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $2,218 | $2,266-2.1% | $4,675-52.6% | $2,626-15.5% |
| Participant deferral / active EE | $5,109 | $2,837+80.1% | $5,630-9.3% | $4,350+17.5% |
| Admin fee / account holder | $5,989 | $1,742+243.7% | $15,900-62.3% | $1,945+208.0% |