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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 | $55,437-47.5% | $155,534-81.3% | $74,459-60.9% |
| Participation rate | 64.2% | 61.9%+2.3pp | 78.2%-14.0pp | 67.2%-3.0pp |
| Annual return | 12.83% | 269.58%-256.7pp | 64.92%-52.1pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $1,654 | $2,266-27.0% | $4,675-64.6% | $2,626-37.0% |
| Participant deferral / active EE | $2,459 | $2,837-13.3% | $5,630-56.3% | $4,350-43.5% |
| Admin fee / account holder | $5,779 | $1,742+231.7% | $15,900-63.7% | $1,945+197.1% |