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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 | $29,716+91.7% | $56,077+1.6% | $80,925-29.6% |
| Participation rate | 20.4% | 41.7%-21.3pp | 52.5%-32.1pp | 67.7%-47.3pp |
| Annual return | 13.22% | 35.30%-22.1pp | 1709.28%-1696.1pp | 35.65%-22.4pp |
| Employer contribution / active EE | $1,423 | $671+112.1% | $1,040+36.8% | $2,756-48.4% |
| Participant deferral / active EE | $1,919 | $1,228+56.3% | $1,954-1.8% | $4,299-55.3% |
| Admin fee / account holder | $581 | $2,432-76.1% | $2,825-79.4% | $6,940-91.6% |