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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 | $45,119+18.3% | $85,126-37.3% | $74,429-28.3% |
| Participation rate | 37.3% | 49.4%-12.0pp | 67.5%-30.2pp | 67.2%-29.9pp |
| Annual return | 15.24% | 26.28%-11.0pp | 66.63%-51.4pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $720 | $1,460-50.7% | $2,731-73.6% | $2,625-72.6% |
| Participant deferral / active EE | $1,373 | $2,738-49.9% | $4,523-69.7% | $4,348-68.4% |
| Admin fee / account holder | $428 | $2,214-80.7% | $6,160-93.1% | $1,944-78.0% |