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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 | $64,779 | $51,184+26.6% | $66,439-2.5% | $86,983-25.5% |
| Participation rate | 23.3% | 68.5%-45.2pp | 74.5%-51.2pp | 69.5%-46.3pp |
| Annual return | 17.83% | 17.07%+0.8pp | 757.66%-739.8pp | 25.83%-8.0pp |
| Employer contribution / active EE | $570 | $2,023-71.8% | $2,637-78.4% | $2,584-77.9% |
| Participant deferral / active EE | $1,106 | $2,927-62.2% | $3,876-71.5% | $4,194-73.6% |
| Admin fee / account holder | $1,225 | $4,154-70.5% | $6,173-80.2% | $7,856-84.4% |