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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 | $29,670+27.9% | $56,054-32.3% | $80,911-53.1% |
| Participation rate | 68.6% | 41.7%+26.9pp | 52.5%+16.1pp | 67.6%+0.9pp |
| Annual return | 14.90% | 35.24%-20.3pp | 1705.95%-1691.1pp | 35.63%-20.7pp |
| Employer contribution / active EE | $1,877 | $670+180.3% | $1,039+80.6% | $2,756-31.9% |
| Participant deferral / active EE | $3,139 | $1,227+155.9% | $1,952+60.8% | $4,297-26.9% |
| Admin fee / account holder | $2,045 | $2,431-15.9% | $2,822-27.6% | $6,935-70.5% |