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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 | $49,185 | $49,896-1.4% | $80,627-39.0% | $75,173-34.6% |
| Participation rate | 54.2% | 55.3%-1.2pp | 67.0%-12.8pp | 67.2%-13.0pp |
| Annual return | 33.13% | 34.67%-1.5pp | 936.76%-903.6pp | 160.72%-127.6pp |
| Employer contribution / active EE | $1,364 | $1,699-19.7% | $2,723-49.9% | $2,671-48.9% |
| Participant deferral / active EE | $3,369 | $2,992+12.6% | $4,443-24.2% | $4,126-18.4% |
| Admin fee / account holder | $2,690 | $3,578-24.8% | $5,381-50.0% | $5,651-52.4% |