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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 | $29,112 | $55,423-47.5% | $155,602-81.3% | $74,400-60.9% |
| Participation rate | 64.2% | 61.9%+2.3pp | 78.2%-14.0pp | 67.2%-3.0pp |
| Annual return | 12.83% | 269.07%-256.2pp | 64.81%-52.0pp | 1367.51%-1354.7pp |
| Employer contribution / active EE | $1,654 | $2,266-27.0% | $4,675-64.6% | $2,624-37.0% |
| Participant deferral / active EE | $2,459 | $2,835-13.2% | $5,629-56.3% | $4,348-43.4% |
| Admin fee / account holder | $5,779 | $1,744+231.3% | $15,923-63.7% | $1,944+197.3% |