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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 | $55,472+23.7% | $155,567-55.9% | $74,546-8.0% |
| Participation rate | 24.3% | 61.9%-37.6pp | 78.2%-53.9pp | 67.2%-42.9pp |
| Annual return | 11.14% | 268.72%-257.6pp | 64.74%-53.6pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $391 | $2,269-82.8% | $4,674-91.6% | $2,624-85.1% |
| Participant deferral / active EE | $845 | $2,838-70.2% | $5,628-85.0% | $4,347-80.6% |
| Admin fee / account holder | $4,045 | $1,743+132.1% | $15,916-74.6% | $1,944+108.1% |