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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 | $60,364 | $29,733+103.0% | $56,025+7.7% | $80,959-25.4% |
| Participation rate | 37.2% | 41.7%-4.5pp | 52.5%-15.3pp | 67.7%-30.5pp |
| Annual return | 18.09% | 35.28%-17.2pp | 1712.69%-1694.6pp | 35.67%-17.6pp |
| Employer contribution / active EE | $2,137 | $672+218.1% | $1,042+105.1% | $2,757-22.5% |
| Participant deferral / active EE | $3,310 | $1,229+169.3% | $1,955+69.4% | $4,300-23.0% |
| Admin fee / account holder | $623 | $2,434-74.4% | $2,828-78.0% | $6,925-91.0% |