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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 | $65,551 | $45,900+42.8% | $94,057-30.3% | $64,340+1.9% |
| Participation rate | 33.8% | 50.6%-16.8pp | 73.3%-39.5pp | 55.2%-21.4pp |
| Annual return | 18.92% | 50.47%-31.6pp | 480.62%-461.7pp | 24.14%-5.2pp |
| Employer contribution / active EE | $962 | $1,612-40.4% | $2,933-67.2% | $1,862-48.4% |
| Participant deferral / active EE | $2,057 | $2,102-2.1% | $4,709-56.3% | $2,980-31.0% |
| Admin fee / account holder | $4,506 | $3,143+43.4% | $7,244-37.8% | $3,703+21.7% |