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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 | $52,232 | $47,105+10.9% | $68,368-23.6% | $67,986-23.2% |
| Participation rate | 34.1% | 51.8%-17.6pp | 73.8%-39.6pp | 57.2%-23.1pp |
| Annual return | 17.66% | 48.37%-30.7pp | 292.57%-274.9pp | 31.67%-14.0pp |
| Employer contribution / active EE | $960 | $1,859-48.4% | $2,649-63.8% | $2,019-52.4% |
| Participant deferral / active EE | $2,261 | $2,374-4.7% | $4,123-45.2% | $3,358-32.7% |
| Admin fee / account holder | $5,357 | $2,435+120.0% | $5,150+4.0% | $3,203+67.2% |