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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 | $75,033 | $45,119+66.3% | $85,126-11.9% | $74,429+0.8% |
| Participation rate | 44.6% | 49.4%-4.8pp | 67.5%-23.0pp | 67.2%-22.7pp |
| Annual return | 13.24% | 26.28%-13.0pp | 66.63%-53.4pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $1,219 | $1,460-16.5% | $2,731-55.4% | $2,625-53.5% |
| Participant deferral / active EE | $3,289 | $2,738+20.1% | $4,523-27.3% | $4,348-24.4% |
| Admin fee / account holder | $6,865 | $2,214+210.1% | $6,160+11.4% | $1,944+253.1% |