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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 | $64,690 | $29,670+118.0% | $56,054+15.4% | $80,911-20.0% |
| Participation rate | 38.5% | 41.7%-3.2pp | 52.5%-14.0pp | 67.6%-29.2pp |
| Annual return | 19.93% | 35.24%-15.3pp | 1705.95%-1686.0pp | 35.63%-15.7pp |
| Employer contribution / active EE | $971 | $670+45.0% | $1,039-6.5% | $2,756-64.8% |
| Participant deferral / active EE | $1,713 | $1,227+39.6% | $1,952-12.2% | $4,297-60.1% |
| Admin fee / account holder | $1,180 | $2,431-51.5% | $2,822-58.2% | $6,935-83.0% |