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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 | $57,390 | $43,730+31.2% | $66,674-13.9% | $64,097-10.5% |
| Participation rate | 37.1% | 50.7%-13.7pp | 73.7%-36.6pp | 55.2%-18.1pp |
| Annual return | 15.19% | 53.62%-38.4pp | 321.24%-306.1pp | 34.64%-19.5pp |
| Employer contribution / active EE | $963 | $1,673-42.5% | $2,620-63.3% | $1,891-49.1% |
| Participant deferral / active EE | $1,827 | $2,122-13.9% | $4,084-55.3% | $3,080-40.7% |
| Admin fee / account holder | $7,193 | $2,708+165.7% | $5,098+41.1% | $3,454+108.2% |