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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 | $67,129 | $47,105+42.5% | $68,368-1.8% | $67,986-1.3% |
| Participation rate | 23.5% | 51.8%-28.3pp | 73.8%-50.2pp | 57.2%-33.7pp |
| Annual return | 17.52% | 48.37%-30.9pp | 292.57%-275.1pp | 31.67%-14.1pp |
| Employer contribution / active EE | $1,062 | $1,859-42.9% | $2,649-59.9% | $2,019-47.4% |
| Participant deferral / active EE | $1,556 | $2,374-34.4% | $4,123-62.2% | $3,358-53.6% |
| Admin fee / account holder | $2,504 | $2,435+2.8% | $5,150-51.4% | $3,203-21.8% |