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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 | $62,585 | $48,570+28.9% | $130,660-52.1% | $72,975-14.2% |
| Participation rate | 56.0% | 58.6%-2.6pp | 71.7%-15.7pp | 69.5%-13.5pp |
| Annual return | 21.54% | 38.63%-17.1pp | 1709.29%-1687.8pp | 81.01%-59.5pp |
| Employer contribution / active EE | $671 | $1,334-49.7% | $4,092-83.6% | $2,440-72.5% |
| Participant deferral / active EE | $2,083 | $2,384-12.6% | $3,603-42.2% | $3,608-42.3% |
| Admin fee / account holder | $6,766 | $3,549+90.7% | $5,463+23.9% | $5,124+32.0% |