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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 | $57,858 | $29,716+94.7% | $56,077+3.2% | $80,925-28.5% |
| Participation rate | 26.8% | 41.7%-14.9pp | 52.5%-25.7pp | 67.7%-40.9pp |
| Annual return | 14.53% | 35.30%-20.8pp | 1709.28%-1694.7pp | 35.65%-21.1pp |
| Employer contribution / active EE | $489 | $671-27.1% | $1,040-53.0% | $2,756-82.3% |
| Participant deferral / active EE | $1,172 | $1,228-4.6% | $1,954-40.0% | $4,299-72.7% |
| Admin fee / account holder | $579 | $2,432-76.2% | $2,825-79.5% | $6,940-91.7% |