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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 | $61,007 | $49,976+22.1% | $66,674-8.5% | $82,637-26.2% |
| Participation rate | 32.3% | 63.1%-30.8pp | 73.7%-41.4pp | 68.1%-35.8pp |
| Annual return | 18.69% | 39.09%-20.4pp | 321.24%-302.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,046 | $1,988-47.4% | $2,620-60.1% | $2,552-59.0% |
| Participant deferral / active EE | $2,105 | $2,847-26.1% | $4,084-48.5% | $4,126-49.0% |
| Admin fee / account holder | $399 | $4,594-91.3% | $5,098-92.2% | $7,339-94.6% |