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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 | $68,953 | $47,479+45.2% | $62,929+9.6% | $82,448-16.4% |
| Participation rate | 44.8% | 66.9%-22.0pp | 73.1%-28.3pp | 68.1%-23.2pp |
| Annual return | 14.59% | 20.34%-5.7pp | 1063.93%-1049.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $763 | $1,885-59.5% | $2,505-69.5% | $2,551-70.1% |
| Participant deferral / active EE | $2,381 | $2,870-17.1% | $3,888-38.8% | $4,139-42.5% |
| Admin fee / account holder | $6,207 | $3,804+63.2% | $5,065+22.6% | $7,234-14.2% |