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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 | $29,716+77.8% | $56,077-5.8% | $80,925-34.7% |
| Participation rate | 36.8% | 41.7%-4.9pp | 52.5%-15.7pp | 67.7%-30.9pp |
| Annual return | 13.75% | 35.30%-21.5pp | 1709.28%-1695.5pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,451 | $671+116.3% | $1,040+39.5% | $2,756-47.3% |
| Participant deferral / active EE | $2,267 | $1,228+84.5% | $1,954+16.0% | $4,299-47.3% |
| Admin fee / account holder | $18,083 | $2,432+643.6% | $2,825+540.1% | $6,940+160.6% |