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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 | $84,516 | $65,555+28.9% | $86,216-2.0% | $75,173+12.4% |
| Participation rate | 38.8% | 60.5%-21.7pp | 69.0%-30.1pp | 67.2%-28.4pp |
| Annual return | 18.03% | 46.07%-28.0pp | 1169.42%-1151.4pp | 160.72%-142.7pp |
| Employer contribution / active EE | $1,229 | $1,553-20.9% | $2,382-48.4% | $2,671-54.0% |
| Participant deferral / active EE | $2,449 | $3,023-19.0% | $3,986-38.6% | $4,126-40.6% |
| Admin fee / account holder | $585 | $5,469-89.3% | $6,853-91.5% | $5,651-89.7% |