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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 | $52,837 | $29,733+77.7% | $56,025-5.7% | $80,959-34.7% |
| Participation rate | 36.8% | 41.7%-5.0pp | 52.5%-15.7pp | 67.7%-30.9pp |
| Annual return | 13.75% | 35.28%-21.5pp | 1712.69%-1698.9pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,451 | $672+116.1% | $1,042+39.3% | $2,757-47.4% |
| Participant deferral / active EE | $2,267 | $1,229+84.4% | $1,955+16.0% | $4,300-47.3% |
| Admin fee / account holder | $18,083 | $2,434+643.1% | $2,828+539.4% | $6,925+161.1% |