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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 | $62,139 | $29,667+109.5% | $56,441+10.1% | $80,874-23.2% |
| Participation rate | 25.5% | 41.7%-16.1pp | 52.5%-27.0pp | 67.6%-42.1pp |
| Annual return | 14.43% | 35.22%-20.8pp | 1704.21%-1689.8pp | 35.62%-21.2pp |
| Employer contribution / active EE | $611 | $669-8.7% | $1,039-41.2% | $2,756-77.8% |
| Participant deferral / active EE | $1,205 | $1,227-1.8% | $1,953-38.3% | $4,297-72.0% |
| Admin fee / account holder | $837 | $2,429-65.6% | $2,829-70.4% | $6,935-87.9% |