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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 | $60,323 | $29,733+102.9% | $56,025+7.7% | $80,959-25.5% |
| Participation rate | 25.4% | 41.7%-16.4pp | 52.5%-27.2pp | 67.7%-42.3pp |
| Annual return | 12.36% | 35.28%-22.9pp | 1712.69%-1700.3pp | 35.67%-23.3pp |
| Employer contribution / active EE | $153 | $672-77.2% | $1,042-85.3% | $2,757-94.4% |
| Participant deferral / active EE | $614 | $1,229-50.1% | $1,955-68.6% | $4,300-85.7% |
| Admin fee / account holder | $4,380 | $2,434+80.0% | $2,828+54.9% | $6,925-36.7% |