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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 | $55,627 | $61,125-9.0% | $94,057-40.9% | $87,485-36.4% |
| Participation rate | 54.2% | 64.1%-9.8pp | 73.3%-19.1pp | 68.9%-14.7pp |
| Annual return | 17.30% | 35.20%-17.9pp | 480.62%-463.3pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,846 | $2,136-13.6% | $2,933-37.1% | $2,596-28.9% |
| Participant deferral / active EE | $4,748 | $3,260+45.6% | $4,709+0.8% | $4,274+11.1% |
| Admin fee / account holder | $1,087 | $5,629-80.7% | $7,244-85.0% | $7,775-86.0% |