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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 | $43,395 | $29,733+45.9% | $56,025-22.5% | $80,959-46.4% |
| Participation rate | 66.7% | 41.7%+24.9pp | 52.5%+14.2pp | 67.7%-1.0pp |
| Annual return | 10.84% | 35.28%-24.4pp | 1712.69%-1701.8pp | 35.67%-24.8pp |
| Employer contribution / active EE | $873 | $672+29.9% | $1,042-16.2% | $2,757-68.3% |
| Participant deferral / active EE | $2,519 | $1,229+104.9% | $1,955+28.9% | $4,300-41.4% |
| Admin fee / account holder | $1,612 | $2,434-33.8% | $2,828-43.0% | $6,925-76.7% |