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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 | $73,978 | $65,434+13.1% | $98,483-24.9% | $85,847-13.8% |
| Participation rate | 47.9% | 65.0%-17.1pp | 73.3%-25.4pp | 69.3%-21.4pp |
| Annual return | 21.82% | 21.75%+0.1pp | 1494.38%-1472.6pp | 318.61%-296.8pp |
| Employer contribution / active EE | $1,014 | $2,169-53.2% | $2,961-65.7% | $2,565-60.5% |
| Participant deferral / active EE | $2,436 | $3,168-23.1% | $4,276-43.0% | $3,952-38.4% |
| Admin fee / account holder | $774 | $4,595-83.2% | $5,953-87.0% | $6,261-87.6% |