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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 | $55,437-6.5% | $155,534-66.7% | $74,459-30.4% |
| Participation rate | 38.1% | 61.9%-23.8pp | 78.2%-40.1pp | 67.2%-29.1pp |
| Annual return | 15.60% | 269.58%-254.0pp | 64.92%-49.3pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $732 | $2,266-67.7% | $4,675-84.3% | $2,626-72.1% |
| Participant deferral / active EE | $1,892 | $2,837-33.3% | $5,630-66.4% | $4,350-56.5% |
| Admin fee / account holder | $2,741 | $1,742+57.3% | $15,900-82.8% | $1,945+40.9% |