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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 | $81,786 | $47,479+72.3% | $62,929+30.0% | $82,448-0.8% |
| Participation rate | 54.4% | 66.9%-12.5pp | 73.1%-18.7pp | 68.1%-13.7pp |
| Annual return | 17.04% | 20.34%-3.3pp | 1063.93%-1046.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $551 | $1,885-70.8% | $2,505-78.0% | $2,551-78.4% |
| Participant deferral / active EE | $2,648 | $2,870-7.7% | $3,888-31.9% | $4,139-36.0% |
| Admin fee / account holder | $11,711 | $3,804+207.9% | $5,065+131.2% | $7,234+61.9% |