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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 | $63,473 | $54,674+16.1% | $76,089-16.6% | $74,429-14.7% |
| Participation rate | 30.3% | 60.3%-30.1pp | 69.1%-38.8pp | 67.2%-37.0pp |
| Annual return | 11.92% | 31.89%-20.0pp | 360.94%-349.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $553 | $1,781-69.0% | $2,690-79.4% | $2,625-78.9% |
| Participant deferral / active EE | $1,010 | $3,071-67.1% | $4,259-76.3% | $4,348-76.8% |
| Admin fee / account holder | $1,772 | $2,238-20.8% | $6,418-72.4% | $1,944-8.8% |