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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 | $55,769 | $41,151+35.5% | $80,648-30.8% | $71,529-22.0% |
| Participation rate | 40.5% | 50.2%-9.8pp | 67.0%-26.5pp | 67.9%-27.4pp |
| Annual return | 25.82% | 38.49%-12.7pp | 937.21%-911.4pp | 28.97%-3.2pp |
| Employer contribution / active EE | $1,736 | $1,513+14.7% | $2,724-36.3% | $2,590-33.0% |
| Participant deferral / active EE | $2,204 | $2,700-18.4% | $4,443-50.4% | $4,291-48.6% |
| Admin fee / account holder | $5,789 | $1,842+214.2% | $5,382+7.6% | $1,588+264.4% |