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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 | $54,111 | $51,736+4.6% | $120,225-55.0% | $67,986-20.4% |
| Participation rate | 22.3% | 46.1%-23.8pp | 69.6%-47.3pp | 57.2%-34.9pp |
| Annual return | 13.04% | 31.98%-18.9pp | 439.23%-426.2pp | 31.67%-18.6pp |
| Employer contribution / active EE | $640 | $1,071-40.3% | $3,475-81.6% | $2,019-68.3% |
| Participant deferral / active EE | $1,368 | $2,206-38.0% | $3,999-65.8% | $3,358-59.3% |
| Admin fee / account holder | $6,812 | $4,159+63.8% | $5,696+19.6% | $3,203+112.7% |