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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 | $66,117 | $58,726+12.6% | $92,240-28.3% | $62,293+6.1% |
| Participation rate | 30.0% | 68.3%-38.3pp | 76.5%-46.5pp | 69.5%-39.5pp |
| Annual return | 19.02% | 43.62%-24.6pp | 176.29%-157.3pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,001 | $2,392-58.1% | $3,680-72.8% | $2,042-51.0% |
| Participant deferral / active EE | $1,743 | $2,766-37.0% | $3,897-55.3% | $3,169-45.0% |
| Admin fee / account holder | $1,009 | $556+81.3% | $5,194-80.6% | $479+110.4% |