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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 | $71,827 | $51,184+40.3% | $66,439+8.1% | $86,983-17.4% |
| Participation rate | 51.5% | 68.5%-17.0pp | 74.5%-23.0pp | 69.5%-18.0pp |
| Annual return | 11.62% | 17.07%-5.4pp | 757.66%-746.0pp | 25.83%-14.2pp |
| Employer contribution / active EE | $1,140 | $2,023-43.6% | $2,637-56.8% | $2,584-55.9% |
| Participant deferral / active EE | $2,650 | $2,927-9.5% | $3,876-31.6% | $4,194-36.8% |
| Admin fee / account holder | $4,937 | $4,154+18.8% | $6,173-20.0% | $7,856-37.2% |