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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 | $46,967 | $58,275-19.4% | $81,844-42.6% | $80,935-42.0% |
| Participation rate | 60.7% | 63.5%-2.8pp | 72.4%-11.7pp | 67.7%-7.0pp |
| Annual return | 22.02% | 41.82%-19.8pp | 778.87%-756.8pp | 35.66%-13.6pp |
| Employer contribution / active EE | $4,318 | $2,346+84.1% | $2,916+48.1% | $2,757+56.6% |
| Participant deferral / active EE | $2,554 | $3,285-22.3% | $4,323-40.9% | $4,299-40.6% |
| Admin fee / account holder | $12,416 | $4,749+161.5% | $7,355+68.8% | $6,924+79.3% |