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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 | $68,865 | $51,736+33.1% | $120,225-42.7% | $67,986+1.3% |
| Participation rate | 29.7% | 46.1%-16.4pp | 69.6%-39.9pp | 57.2%-27.6pp |
| Annual return | 13.09% | 31.98%-18.9pp | 439.23%-426.1pp | 31.67%-18.6pp |
| Employer contribution / active EE | $1,032 | $1,071-3.6% | $3,475-70.3% | $2,019-48.9% |
| Participant deferral / active EE | $2,939 | $2,206+33.2% | $3,999-26.5% | $3,358-12.5% |
| Admin fee / account holder | $13,844 | $4,159+232.8% | $5,696+143.0% | $3,203+332.2% |