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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 | $60,324 | $58,391+3.3% | $76,657-21.3% | $72,975-17.3% |
| Participation rate | 42.2% | 67.4%-25.1pp | 72.1%-29.9pp | 69.5%-27.3pp |
| Annual return | 21.86% | 2306.65%-2284.8pp | 1166.74%-1144.9pp | 81.01%-59.1pp |
| Employer contribution / active EE | $942 | $1,787-47.3% | $2,303-59.1% | $2,440-61.4% |
| Participant deferral / active EE | $1,987 | $2,690-26.1% | $3,335-40.4% | $3,608-44.9% |
| Admin fee / account holder | $847 | $4,014-78.9% | $6,423-86.8% | $5,124-83.5% |