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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 | $54,406 | $58,726-7.4% | $142,898-61.9% | $85,847-36.6% |
| Participation rate | 56.3% | 58.5%-2.2pp | 72.0%-15.7pp | 69.3%-13.1pp |
| Annual return | 13.89% | 27.73%-13.8pp | 5639.64%-5625.7pp | 318.61%-304.7pp |
| Employer contribution / active EE | $1,953 | $1,424+37.2% | $4,146-52.9% | $2,565-23.9% |
| Participant deferral / active EE | $1,884 | $2,609-27.8% | $3,838-50.9% | $3,952-52.3% |
| Admin fee / account holder | $5,692 | $4,234+34.4% | $6,560-13.2% | $6,261-9.1% |