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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 | $61,865 | $78,483-21.2% | $106,201-41.7% | $74,546-17.0% |
| Participation rate | 69.2% | 72.8%-3.6pp | 75.3%-6.1pp | 67.2%+2.0pp |
| Annual return | 21.54% | 15.94%+5.6pp | 116.26%-94.7pp | 1366.03%-1344.5pp |
| Employer contribution / active EE | $1,512 | $2,522-40.0% | $3,170-52.3% | $2,624-42.4% |
| Participant deferral / active EE | $3,220 | $4,320-25.5% | $5,012-35.7% | $4,347-25.9% |
| Admin fee / account holder | $1,587 | $2,236-29.0% | $11,039-85.6% | $1,944-18.3% |