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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 | $66,976 | $27,936+139.7% | $58,561+14.4% | $75,173-10.9% |
| Participation rate | 24.1% | 38.8%-14.7pp | 50.9%-26.7pp | 67.2%-43.1pp |
| Annual return | 20.01% | 44.21%-24.2pp | 4251.33%-4231.3pp | 160.72%-140.7pp |
| Employer contribution / active EE | $1,933 | $670+188.7% | $1,053+83.5% | $2,671-27.6% |
| Participant deferral / active EE | $2,464 | $1,202+105.0% | $1,923+28.1% | $4,126-40.3% |
| Admin fee / account holder | $2,567 | $1,727+48.7% | $2,520+1.8% | $5,651-54.6% |