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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 | $51,915 | $79,169-34.4% | $100,415-48.3% | $74,478-30.3% |
| Participation rate | 59.3% | 79.4%-20.1pp | 81.5%-22.3pp | 67.2%-8.0pp |
| Annual return | 37.06% | 20.51%+16.5pp | 49.47%-12.4pp | 1370.56%-1333.5pp |
| Employer contribution / active EE | $1,824 | $3,017-39.5% | $3,943-53.7% | $2,626-30.5% |
| Participant deferral / active EE | $3,967 | $7,751-48.8% | $8,091-51.0% | $4,350-8.8% |
| Admin fee / account holder | $5,052 | $1,337+277.8% | $7,906-36.1% | $1,946+159.7% |