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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 | $53,611 | $47,479+12.9% | $62,929-14.8% | $82,448-35.0% |
| Participation rate | 63.1% | 66.9%-3.8pp | 73.1%-10.0pp | 68.1%-5.0pp |
| Annual return | 12.38% | 20.34%-8.0pp | 1063.93%-1051.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $689 | $1,885-63.4% | $2,505-72.5% | $2,551-73.0% |
| Participant deferral / active EE | $3,456 | $2,870+20.4% | $3,888-11.1% | $4,139-16.5% |
| Admin fee / account holder | $3,007 | $3,804-20.9% | $5,065-40.6% | $7,234-58.4% |