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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 | $50,322 | $55,470-9.3% | $155,556-67.7% | $74,478-32.4% |
| Participation rate | 55.2% | 61.9%-6.7pp | 78.2%-23.0pp | 67.2%-12.0pp |
| Annual return | 13.20% | 269.80%-256.6pp | 64.84%-51.6pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $1,632 | $2,267-28.0% | $4,675-65.1% | $2,626-37.9% |
| Participant deferral / active EE | $4,023 | $2,838+41.7% | $5,631-28.6% | $4,350-7.5% |
| Admin fee / account holder | $1,476 | $1,744-15.4% | $15,885-90.7% | $1,946-24.1% |