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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 | $56,593 | $45,152+25.3% | $73,836-23.4% | $59,633-5.1% |
| Participation rate | 38.9% | 64.0%-25.1pp | 73.4%-34.6pp | 68.7%-29.8pp |
| Annual return | 0.41% | 27.40%-27.0pp | 2268.06%-2267.6pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $971 | $1,901-48.9% | $2,787-65.2% | $2,203-55.9% |
| Participant deferral / active EE | $1,958 | $2,573-23.9% | $3,583-45.4% | $3,192-38.7% |
| Admin fee / account holder | $8,549 | $3,515+143.2% | $4,882+75.1% | $4,297+99.0% |