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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 | $65,111 | $51,736+25.9% | $120,225-45.8% | $67,986-4.2% |
| Participation rate | 33.9% | 46.1%-12.2pp | 69.6%-35.7pp | 57.2%-23.3pp |
| Annual return | 14.08% | 31.98%-17.9pp | 439.23%-425.1pp | 31.67%-17.6pp |
| Employer contribution / active EE | $889 | $1,071-17.0% | $3,475-74.4% | $2,019-56.0% |
| Participant deferral / active EE | $2,368 | $2,206+7.4% | $3,999-40.8% | $3,358-29.5% |
| Admin fee / account holder | $9,572 | $4,159+130.2% | $5,696+68.0% | $3,203+198.8% |