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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 | $70,550 | $29,736+137.3% | $56,033+25.9% | $80,935-12.8% |
| Participation rate | 53.3% | 41.7%+11.6pp | 52.5%+0.8pp | 67.7%-14.3pp |
| Annual return | 15.18% | 35.28%-20.1pp | 1711.38%-1696.2pp | 35.66%-20.5pp |
| Employer contribution / active EE | $725 | $671+8.0% | $1,041-30.4% | $2,757-73.7% |
| Participant deferral / active EE | $1,989 | $1,228+61.9% | $1,954+1.8% | $4,299-53.7% |
| Admin fee / account holder | $9,130 | $2,434+275.2% | $2,827+223.0% | $6,924+31.9% |