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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 | $68,591 | $55,437+23.7% | $155,534-55.9% | $74,459-7.9% |
| Participation rate | 24.3% | 61.9%-37.6pp | 78.2%-53.9pp | 67.2%-42.9pp |
| Annual return | 11.14% | 269.58%-258.4pp | 64.92%-53.8pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $391 | $2,266-82.7% | $4,675-91.6% | $2,626-85.1% |
| Participant deferral / active EE | $845 | $2,837-70.2% | $5,630-85.0% | $4,350-80.6% |
| Admin fee / account holder | $4,045 | $1,742+132.2% | $15,900-74.6% | $1,945+108.0% |