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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 | $40,862 | $29,716+37.5% | $56,077-27.1% | $80,925-49.5% |
| Participation rate | 27.3% | 41.7%-14.4pp | 52.5%-25.2pp | 67.7%-40.4pp |
| Annual return | 17.90% | 35.30%-17.4pp | 1709.28%-1691.4pp | 35.65%-17.8pp |
| Employer contribution / active EE | $1,452 | $671+116.3% | $1,040+39.5% | $2,756-47.3% |
| Participant deferral / active EE | $2,456 | $1,228+100.0% | $1,954+25.7% | $4,299-42.9% |
| Admin fee / account holder | $637 | $2,432-73.8% | $2,825-77.5% | $6,940-90.8% |