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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 | $68,513 | $88,117-22.2% | $164,928-58.5% | $74,400-7.9% |
| Participation rate | 58.9% | 73.1%-14.2pp | 78.6%-19.7pp | 67.2%-8.3pp |
| Annual return | 13.78% | 17.27%-3.5pp | 70.08%-56.3pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $2,034 | $2,596-21.7% | $4,343-53.2% | $2,624-22.5% |
| Participant deferral / active EE | $4,009 | $4,501-10.9% | $6,034-33.6% | $4,348-7.8% |
| Admin fee / account holder | $5,755 | $2,230+158.1% | $12,684-54.6% | $1,944+196.1% |