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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 | $59,944 | $47,479+26.3% | $62,929-4.7% | $82,448-27.3% |
| Participation rate | 25.0% | 66.9%-41.9pp | 73.1%-48.1pp | 68.1%-43.1pp |
| Annual return | 16.90% | 20.34%-3.4pp | 1063.93%-1047.0pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,059 | $1,885-43.8% | $2,505-57.7% | $2,551-58.5% |
| Participant deferral / active EE | $1,968 | $2,870-31.4% | $3,888-49.4% | $4,139-52.4% |
| Admin fee / account holder | $3,952 | $3,804+3.9% | $5,065-22.0% | $7,234-45.4% |