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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 | $60,265 | $29,736+102.7% | $56,033+7.6% | $80,935-25.5% |
| Participation rate | 19.3% | 41.7%-22.4pp | 52.5%-33.2pp | 67.7%-48.4pp |
| Annual return | 24.87% | 35.28%-10.4pp | 1711.38%-1686.5pp | 35.66%-10.8pp |
| Employer contribution / active EE | $403 | $671-40.0% | $1,041-61.3% | $2,757-85.4% |
| Participant deferral / active EE | $1,552 | $1,228+26.4% | $1,954-20.6% | $4,299-63.9% |
| Admin fee / account holder | $1,856 | $2,434-23.7% | $2,827-34.4% | $6,924-73.2% |