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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 | $45,734 | $47,479-3.7% | $62,929-27.3% | $82,448-44.5% |
| Participation rate | 45.3% | 66.9%-21.6pp | 73.1%-27.8pp | 68.1%-22.8pp |
| Annual return | 37.42% | 20.34%+17.1pp | 1063.93%-1026.5pp | 41.64%-4.2pp |
| Employer contribution / active EE | $2,256 | $1,885+19.7% | $2,505-9.9% | $2,551-11.6% |
| Participant deferral / active EE | $5,323 | $2,870+85.4% | $3,888+36.9% | $4,139+28.6% |
| Admin fee / account holder | $2,257 | $3,804-40.7% | $5,065-55.4% | $7,234-68.8% |