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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 | $55,472-6.6% | $155,567-66.7% | $74,546-30.5% |
| Participation rate | 38.1% | 61.9%-23.8pp | 78.2%-40.1pp | 67.2%-29.1pp |
| Annual return | 15.60% | 268.72%-253.1pp | 64.74%-49.1pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $732 | $2,269-67.7% | $4,674-84.3% | $2,624-72.1% |
| Participant deferral / active EE | $1,892 | $2,838-33.3% | $5,628-66.4% | $4,347-56.5% |
| Admin fee / account holder | $2,741 | $1,743+57.3% | $15,916-82.8% | $1,944+41.0% |