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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 | $56,770 | $29,716+91.0% | $56,077+1.2% | $80,925-29.8% |
| Participation rate | 26.4% | 41.7%-15.3pp | 52.5%-26.1pp | 67.7%-41.2pp |
| Annual return | 12.56% | 35.30%-22.7pp | 1709.28%-1696.7pp | 35.65%-23.1pp |
| Employer contribution / active EE | $643 | $671-4.2% | $1,040-38.2% | $2,756-76.7% |
| Participant deferral / active EE | $4,509 | $1,228+267.0% | $1,954+130.7% | $4,299+4.9% |
| Admin fee / account holder | $2,480 | $2,432+2.0% | $2,825-12.2% | $6,940-64.3% |