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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 | $28,769 | $49,896-42.3% | $80,627-64.3% | $75,173-61.7% |
| Participation rate | 53.2% | 55.3%-2.1pp | 67.0%-13.8pp | 67.2%-14.0pp |
| Annual return | 19.56% | 34.67%-15.1pp | 936.76%-917.2pp | 160.72%-141.2pp |
| Employer contribution / active EE | $2,242 | $1,699+32.0% | $2,723-17.6% | $2,671-16.0% |
| Participant deferral / active EE | $4,099 | $2,992+37.0% | $4,443-7.7% | $4,126-0.7% |
| Admin fee / account holder | $7,462 | $3,578+108.6% | $5,381+38.7% | $5,651+32.1% |