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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 | $37,950 | $29,736+27.6% | $56,033-32.3% | $80,935-53.1% |
| Participation rate | 68.6% | 41.7%+26.9pp | 52.5%+16.1pp | 67.7%+0.9pp |
| Annual return | 14.90% | 35.28%-20.4pp | 1711.38%-1696.5pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,877 | $671+179.5% | $1,041+80.3% | $2,757-31.9% |
| Participant deferral / active EE | $3,139 | $1,228+155.6% | $1,954+60.7% | $4,299-27.0% |
| Admin fee / account holder | $2,045 | $2,434-16.0% | $2,827-27.7% | $6,924-70.5% |