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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 | $61,172 | $54,690+11.9% | $76,030-19.5% | $74,478-17.9% |
| Participation rate | 36.6% | 60.3%-23.7pp | 69.1%-32.5pp | 67.2%-30.6pp |
| Annual return | 13.46% | 31.92%-18.5pp | 361.54%-348.1pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $822 | $1,781-53.8% | $2,688-69.4% | $2,626-68.7% |
| Participant deferral / active EE | $1,306 | $3,070-57.5% | $4,257-69.3% | $4,350-70.0% |
| Admin fee / account holder | $1,798 | $2,240-19.7% | $6,421-72.0% | $1,946-7.6% |