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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 | $29,667+91.4% | $56,441+0.6% | $80,874-29.8% |
| Participation rate | 26.4% | 41.7%-15.3pp | 52.5%-26.1pp | 67.6%-41.2pp |
| Annual return | 12.56% | 35.22%-22.7pp | 1704.21%-1691.7pp | 35.62%-23.1pp |
| Employer contribution / active EE | $643 | $669-3.9% | $1,039-38.1% | $2,756-76.7% |
| Participant deferral / active EE | $4,509 | $1,227+267.6% | $1,953+130.9% | $4,297+4.9% |
| Admin fee / account holder | $2,480 | $2,429+2.1% | $2,829-12.3% | $6,935-64.2% |