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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 | $71,643 | $65,555+9.3% | $86,216-16.9% | $75,173-4.7% |
| Participation rate | 31.3% | 60.5%-29.2pp | 69.0%-37.7pp | 67.2%-36.0pp |
| Annual return | 17.65% | 46.07%-28.4pp | 1169.42%-1151.8pp | 160.72%-143.1pp |
| Employer contribution / active EE | $633 | $1,553-59.2% | $2,382-73.4% | $2,671-76.3% |
| Participant deferral / active EE | $1,404 | $3,023-53.6% | $3,986-64.8% | $4,126-66.0% |
| Admin fee / account holder | $2,387 | $5,469-56.3% | $6,853-65.2% | $5,651-57.7% |