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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 | $51,788 | $63,342-18.2% | $92,236-43.9% | $70,131-26.2% |
| Participation rate | 51.4% | 68.7%-17.2pp | 76.5%-25.1pp | 69.5%-18.1pp |
| Annual return | 15.59% | 530.15%-514.6pp | 176.29%-160.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,321 | $2,471-46.6% | $3,679-64.1% | $2,342-43.6% |
| Participant deferral / active EE | $3,226 | $2,854+13.0% | $3,897-17.2% | $3,332-3.2% |
| Admin fee / account holder | $2,348 | $3,840-38.9% | $5,194-54.8% | $4,645-49.4% |