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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 | $61,986 | $29,736+108.5% | $56,033+10.6% | $80,935-23.4% |
| Participation rate | 18.1% | 41.7%-23.6pp | 52.5%-34.4pp | 67.7%-49.6pp |
| Annual return | 13.57% | 35.28%-21.7pp | 1711.38%-1697.8pp | 35.66%-22.1pp |
| Employer contribution / active EE | $769 | $671+14.5% | $1,041-26.1% | $2,757-72.1% |
| Participant deferral / active EE | $1,524 | $1,228+24.1% | $1,954-22.0% | $4,299-64.6% |
| Admin fee / account holder | $2,505 | $2,434+2.9% | $2,827-11.4% | $6,924-63.8% |