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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 | $59,945 | $48,570+23.4% | $130,660-54.1% | $72,976-17.9% |
| Participation rate | 42.3% | 58.6%-16.3pp | 71.7%-29.4pp | 69.5%-27.2pp |
| Annual return | 24.44% | 38.63%-14.2pp | 1709.29%-1684.9pp | 81.02%-56.6pp |
| Employer contribution / active EE | $1,073 | $1,334-19.6% | $4,092-73.8% | $2,440-56.0% |
| Participant deferral / active EE | $1,226 | $2,384-48.6% | $3,603-66.0% | $3,608-66.0% |
| Admin fee / account holder | $2,399 | $3,549-32.4% | $5,463-56.1% | $5,124-53.2% |