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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 | $68,018 | $51,638+31.7% | $68,368-0.5% | $82,448-17.5% |
| Participation rate | 24.4% | 63.6%-39.2pp | 73.8%-49.4pp | 68.1%-43.7pp |
| Annual return | 28.36% | 37.53%-9.2pp | 292.57%-264.2pp | 41.64%-13.3pp |
| Employer contribution / active EE | $1,008 | $2,047-50.8% | $2,649-62.0% | $2,551-60.5% |
| Participant deferral / active EE | $2,252 | $2,914-22.7% | $4,123-45.4% | $4,139-45.6% |
| Admin fee / account holder | $1,327 | $4,643-71.4% | $5,150-74.2% | $7,234-81.7% |