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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 | $77,574 | $58,311+33.0% | $81,882-5.3% | $80,959-4.2% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 14.20% | 41.85%-27.7pp | 779.47%-765.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,025 | $2,347-56.3% | $2,916-64.9% | $2,757-62.8% |
| Participant deferral / active EE | $1,599 | $3,287-51.4% | $4,323-63.0% | $4,300-62.8% |
| Admin fee / account holder | $836 | $4,752-82.4% | $7,360-88.6% | $6,925-87.9% |