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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 | $56,963 | $29,733+91.6% | $56,025+1.7% | $80,959-29.6% |
| Participation rate | 20.4% | 41.7%-21.4pp | 52.5%-32.1pp | 67.7%-47.3pp |
| Annual return | 13.22% | 35.28%-22.1pp | 1712.69%-1699.5pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,423 | $672+111.9% | $1,042+36.7% | $2,757-48.4% |
| Participant deferral / active EE | $1,919 | $1,229+56.1% | $1,955-1.8% | $4,300-55.4% |
| Admin fee / account holder | $581 | $2,434-76.1% | $2,828-79.5% | $6,925-91.6% |