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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 | $60,385 | $29,733+103.1% | $56,025+7.8% | $80,959-25.4% |
| Participation rate | 40.0% | 41.7%-1.7pp | 52.5%-12.5pp | 67.7%-27.7pp |
| Annual return | 11.74% | 35.28%-23.5pp | 1712.69%-1700.9pp | 35.67%-23.9pp |
| Employer contribution / active EE | $736 | $672+9.6% | $1,042-29.3% | $2,757-73.3% |
| Participant deferral / active EE | $1,911 | $1,229+55.5% | $1,955-2.2% | $4,300-55.6% |
| Admin fee / account holder | $419 | $2,434-82.8% | $2,828-85.2% | $6,925-93.9% |