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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 | $56,306 | $47,479+18.6% | $62,929-10.5% | $82,448-31.7% |
| Participation rate | 52.7% | 66.9%-14.2pp | 73.1%-20.4pp | 68.1%-15.4pp |
| Annual return | 12.45% | 20.34%-7.9pp | 1063.93%-1051.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,583 | $1,885-16.0% | $2,505-36.8% | $2,551-37.9% |
| Participant deferral / active EE | $1,527 | $2,870-46.8% | $3,888-60.7% | $4,139-63.1% |
| Admin fee / account holder | $1,177 | $3,804-69.0% | $5,065-76.8% | $7,234-83.7% |