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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 | $60,682 | $95,975-36.8% | $74,549-18.6% | $135,379-55.2% |
| Participation rate | 45.5% | 75.7%-30.2pp | 69.1%-23.7pp | 82.6%-37.2pp |
| Annual return | 2.10% | 56.96%-54.9pp | 32.53%-30.4pp | 519.79%-517.7pp |
| Employer contribution / active EE | $1,327 | $2,716-51.1% | $1,961-32.3% | $4,779-72.2% |
| Participant deferral / active EE | $2,326 | $3,844-39.5% | $3,108-25.2% | $5,609-58.5% |
| Admin fee / account holder | $5,133 | $6,522-21.3% | $5,059+1.5% | $10,828-52.6% |