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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 | $46,145 | $73,848-37.5% | $143,799-67.9% | $68,486-32.6% |
| Participation rate | 52.3% | 66.7%-14.4pp | 80.3%-28.0pp | 67.9%-15.6pp |
| Annual return | 317.60% | 0.91%+316.7pp | -0.04%+317.6pp | -7.85%+325.5pp |
| Employer contribution / active EE | $2,443 | $3,184-23.3% | $4,952-50.7% | $2,597-5.9% |
| Participant deferral / active EE | $4,628 | $3,385+36.7% | $5,638-17.9% | $4,028+14.9% |
| Admin fee / account holder | $613 | $5,755-89.3% | $14,677-95.8% | $5,404-88.6% |