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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 | $64,549 | $62,393+3.5% | $120,580-46.5% | $74,478-13.3% |
| Participation rate | 23.3% | 56.8%-33.5pp | 72.0%-48.7pp | 67.2%-43.9pp |
| Annual return | 26.34% | 18.61%+7.7pp | 107.48%-81.1pp | 1370.56%-1344.2pp |
| Employer contribution / active EE | $635 | $1,845-65.6% | $3,469-81.7% | $2,626-75.8% |
| Participant deferral / active EE | $1,658 | $2,886-42.6% | $4,995-66.8% | $4,350-61.9% |
| Admin fee / account holder | $2,696 | $2,396+12.5% | $9,418-71.4% | $1,946+38.6% |