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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 | $51,184+17.1% | $66,439-9.8% | $86,983-31.1% |
| Participation rate | 25.0% | 68.5%-43.5pp | 74.5%-49.5pp | 69.5%-44.5pp |
| Annual return | 16.90% | 17.07%-0.2pp | 757.66%-740.8pp | 25.83%-8.9pp |
| Employer contribution / active EE | $1,059 | $2,023-47.6% | $2,637-59.8% | $2,584-59.0% |
| Participant deferral / active EE | $1,968 | $2,927-32.8% | $3,876-49.2% | $4,194-53.1% |
| Admin fee / account holder | $3,952 | $4,154-4.9% | $6,173-36.0% | $7,856-49.7% |