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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 | $59,463 | $29,736+100.0% | $56,033+6.1% | $80,935-26.5% |
| Participation rate | 30.3% | 41.7%-11.4pp | 52.5%-22.2pp | 67.7%-37.4pp |
| Annual return | 14.43% | 35.28%-20.8pp | 1711.38%-1696.9pp | 35.66%-21.2pp |
| Employer contribution / active EE | $985 | $671+46.6% | $1,041-5.4% | $2,757-64.3% |
| Participant deferral / active EE | $3,327 | $1,228+170.9% | $1,954+70.3% | $4,299-22.6% |
| Admin fee / account holder | $1,366 | $2,434-43.9% | $2,827-51.7% | $6,924-80.3% |