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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 | $51,832 | $55,446-6.5% | $155,574-66.7% | $74,429-30.4% |
| Participation rate | 38.1% | 61.9%-23.8pp | 78.2%-40.1pp | 67.2%-29.1pp |
| Annual return | 15.60% | 269.20%-253.6pp | 64.87%-49.3pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $732 | $2,266-67.7% | $4,676-84.3% | $2,625-72.1% |
| Participant deferral / active EE | $1,892 | $2,836-33.3% | $5,629-66.4% | $4,348-56.5% |
| Admin fee / account holder | $2,741 | $1,743+57.3% | $15,914-82.8% | $1,944+41.0% |