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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 | $61,532 | $49,896+23.3% | $80,627-23.7% | $75,173-18.1% |
| Participation rate | 32.4% | 55.3%-23.0pp | 67.0%-34.7pp | 67.2%-34.9pp |
| Annual return | 18.46% | 34.67%-16.2pp | 936.76%-918.3pp | 160.72%-142.3pp |
| Employer contribution / active EE | $807 | $1,699-52.5% | $2,723-70.4% | $2,671-69.8% |
| Participant deferral / active EE | $1,628 | $2,992-45.6% | $4,443-63.4% | $4,126-60.5% |
| Admin fee / account holder | $2,500 | $3,578-30.1% | $5,381-53.5% | $5,651-55.8% |