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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 | $53,354 | $45,123+18.2% | $85,240-37.4% | $74,478-28.4% |
| Participation rate | 37.3% | 49.4%-12.0pp | 67.5%-30.2pp | 67.2%-29.9pp |
| Annual return | 15.24% | 26.32%-11.1pp | 66.75%-51.5pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $720 | $1,459-50.6% | $2,735-73.7% | $2,626-72.6% |
| Participant deferral / active EE | $1,373 | $2,736-49.8% | $4,527-69.7% | $4,350-68.4% |
| Admin fee / account holder | $428 | $2,215-80.7% | $6,165-93.1% | $1,946-78.0% |