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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 | $59,050 | $60,504-2.4% | $81,882-27.9% | $74,478-20.7% |
| Participation rate | 38.3% | 62.9%-24.6pp | 72.4%-34.1pp | 67.2%-28.9pp |
| Annual return | 20.73% | 16.91%+3.8pp | 779.47%-758.7pp | 1370.56%-1349.8pp |
| Employer contribution / active EE | $1,051 | $2,627-60.0% | $2,916-63.9% | $2,626-60.0% |
| Participant deferral / active EE | $2,194 | $3,400-35.5% | $4,323-49.3% | $4,350-49.6% |
| Admin fee / account holder | $1,105 | $1,492-25.9% | $7,360-85.0% | $1,946-43.2% |