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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 | $94,331 | $47,479+98.7% | $62,929+49.9% | $82,448+14.4% |
| Participation rate | 53.1% | 66.9%-13.7pp | 73.1%-20.0pp | 68.1%-14.9pp |
| Annual return | 12.76% | 20.34%-7.6pp | 1063.93%-1051.2pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,280 | $1,885+20.9% | $2,505-9.0% | $2,551-10.6% |
| Participant deferral / active EE | $1,948 | $2,870-32.1% | $3,888-49.9% | $4,139-52.9% |
| Admin fee / account holder | $1,631 | $3,804-57.1% | $5,065-67.8% | $7,234-77.5% |