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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 | $25,284 | $29,670-14.8% | $56,054-54.9% | $80,911-68.8% |
| Participation rate | 55.6% | 41.7%+13.9pp | 52.5%+3.1pp | 67.6%-12.1pp |
| Annual return | 11.65% | 35.24%-23.6pp | 1705.95%-1694.3pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,354 | $670+102.2% | $1,039+30.3% | $2,756-50.9% |
| Participant deferral / active EE | $2,670 | $1,227+117.6% | $1,952+36.8% | $4,297-37.9% |
| Admin fee / account holder | $2,204 | $2,431-9.3% | $2,822-21.9% | $6,935-68.2% |