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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 | $75,160 | $58,311+28.9% | $81,882-8.2% | $80,959-7.2% |
| Participation rate | 32.7% | 63.5%-30.8pp | 72.4%-39.7pp | 67.7%-35.0pp |
| Annual return | 17.93% | 41.85%-23.9pp | 779.47%-761.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $1,011 | $2,347-56.9% | $2,916-65.3% | $2,757-63.3% |
| Participant deferral / active EE | $1,799 | $3,287-45.3% | $4,323-58.4% | $4,300-58.2% |
| Admin fee / account holder | $302 | $4,752-93.6% | $7,360-95.9% | $6,925-95.6% |