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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 | $50,533 | $63,346-20.2% | $92,240-45.2% | $70,126-27.9% |
| Participation rate | 55.4% | 68.7%-13.2pp | 76.5%-21.1pp | 69.5%-14.1pp |
| Annual return | 13.54% | 530.19%-516.7pp | 176.29%-162.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $857 | $2,471-65.3% | $3,680-76.7% | $2,343-63.4% |
| Participant deferral / active EE | $3,335 | $2,854+16.9% | $3,897-14.4% | $3,332+0.1% |
| Admin fee / account holder | $2,652 | $3,841-31.0% | $5,194-48.9% | $4,645-42.9% |