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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 | $67,600 | $58,311+15.9% | $81,882-17.4% | $80,959-16.5% |
| Participation rate | 43.8% | 63.5%-19.7pp | 72.4%-28.6pp | 67.7%-23.9pp |
| Annual return | 11.40% | 41.85%-30.5pp | 779.47%-768.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,608 | $2,347-31.5% | $2,916-44.8% | $2,757-41.7% |
| Participant deferral / active EE | $1,929 | $3,287-41.3% | $4,323-55.4% | $4,300-55.2% |
| Admin fee / account holder | $3,900 | $4,752-17.9% | $7,360-47.0% | $6,925-43.7% |