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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 | $54,063 | $45,123+19.8% | $85,240-36.6% | $74,478-27.4% |
| Participation rate | 24.1% | 49.4%-25.3pp | 67.5%-43.5pp | 67.2%-43.2pp |
| Annual return | 15.67% | 26.32%-10.6pp | 66.75%-51.1pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $569 | $1,459-61.0% | $2,735-79.2% | $2,626-78.3% |
| Participant deferral / active EE | $1,077 | $2,736-60.6% | $4,527-76.2% | $4,350-75.2% |
| Admin fee / account holder | $2,023 | $2,215-8.7% | $6,165-67.2% | $1,946+4.0% |