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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 | $71,091 | $47,479+49.7% | $62,929+13.0% | $82,448-13.8% |
| Participation rate | 43.0% | 66.9%-23.8pp | 73.1%-30.1pp | 68.1%-25.0pp |
| Annual return | 18.33% | 20.34%-2.0pp | 1063.93%-1045.6pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,061 | $1,885-43.7% | $2,505-57.6% | $2,551-58.4% |
| Participant deferral / active EE | $2,305 | $2,870-19.7% | $3,888-40.7% | $4,139-44.3% |
| Admin fee / account holder | $10,681 | $3,804+180.8% | $5,065+110.9% | $7,234+47.6% |