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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 | $69,400 | $47,479+46.2% | $62,929+10.3% | $82,448-15.8% |
| Participation rate | 42.3% | 66.9%-24.6pp | 73.1%-30.8pp | 68.1%-25.8pp |
| Annual return | 15.09% | 20.34%-5.2pp | 1063.93%-1048.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,262 | $1,885-33.1% | $2,505-49.6% | $2,551-50.5% |
| Participant deferral / active EE | $1,537 | $2,870-46.4% | $3,888-60.5% | $4,139-62.9% |
| Admin fee / account holder | $3,039 | $3,804-20.1% | $5,065-40.0% | $7,234-58.0% |