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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 | $66,011 | $64,959+1.6% | $158,226-58.3% | $69,733-5.3% |
| Participation rate | 37.1% | 52.1%-15.0pp | 74.8%-37.7pp | 62.5%-25.3pp |
| Annual return | 18.11% | 18.37%-0.3pp | 501.41%-483.3pp | 15.22%+2.9pp |
| Employer contribution / active EE | $1,569 | $1,361+15.3% | $2,986-47.4% | $2,250-30.3% |
| Participant deferral / active EE | $3,052 | $2,394+27.5% | $4,317-29.3% | $3,054-0.1% |
| Admin fee / account holder | $1,589 | $3,340-52.4% | $10,217-84.4% | $3,102-48.8% |