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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 | $55,920 | $64,705-13.6% | $62,929-11.1% | $67,986-17.7% |
| Participation rate | 22.7% | 65.6%-42.9pp | 73.1%-50.5pp | 57.2%-34.6pp |
| Annual return | 17.86% | 20.31%-2.4pp | 1063.93%-1046.1pp | 31.67%-13.8pp |
| Employer contribution / active EE | $663 | $2,376-72.1% | $2,505-73.5% | $2,019-67.2% |
| Participant deferral / active EE | $1,042 | $3,198-67.4% | $3,888-73.2% | $3,358-69.0% |
| Admin fee / account holder | $770 | $1,428-46.1% | $5,065-84.8% | $3,203-76.0% |