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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 | $64,229 | $29,736+116.0% | $56,033+14.6% | $80,935-20.6% |
| Participation rate | 4.0% | 41.7%-37.7pp | 52.5%-48.5pp | 67.7%-63.7pp |
| Annual return | 14.48% | 35.28%-20.8pp | 1711.38%-1696.9pp | 35.66%-21.2pp |
| Employer contribution / active EE | $271 | $671-59.6% | $1,041-73.9% | $2,757-90.2% |
| Participant deferral / active EE | $948 | $1,228-22.9% | $1,954-51.5% | $4,299-78.0% |
| Admin fee / account holder | $4,535 | $2,434+86.3% | $2,827+60.4% | $6,924-34.5% |