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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 | $55,875 | $63,346-11.8% | $92,240-39.4% | $70,126-20.3% |
| Participation rate | 57.8% | 68.7%-10.9pp | 76.5%-18.7pp | 69.5%-11.8pp |
| Annual return | 13.49% | 530.19%-516.7pp | 176.29%-162.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,558 | $2,471-36.9% | $3,680-57.7% | $2,343-33.5% |
| Participant deferral / active EE | $2,441 | $2,854-14.4% | $3,897-37.4% | $3,332-26.7% |
| Admin fee / account holder | $7,168 | $3,841+86.6% | $5,194+38.0% | $4,645+54.3% |