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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 | $29,716+103.1% | $56,077+7.6% | $80,925-25.4% |
| Participation rate | 37.2% | 41.7%-4.5pp | 52.5%-15.3pp | 67.7%-30.4pp |
| Annual return | 18.09% | 35.30%-17.2pp | 1709.28%-1691.2pp | 35.65%-17.6pp |
| Employer contribution / active EE | $2,137 | $671+218.4% | $1,040+105.4% | $2,756-22.5% |
| Participant deferral / active EE | $3,310 | $1,228+169.5% | $1,954+69.4% | $4,299-23.0% |
| Admin fee / account holder | $623 | $2,432-74.4% | $2,825-77.9% | $6,940-91.0% |