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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 | $73,776 | $48,364+52.5% | $71,796+2.8% | $62,881+17.3% |
| Participation rate | 44.7% | 60.6%-15.9pp | 69.1%-24.4pp | 69.3%-24.6pp |
| Annual return | 6.82% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $972 | $1,042-6.7% | $1,924-49.5% | $2,281-57.4% |
| Participant deferral / active EE | $1,893 | $2,091-9.5% | $2,794-32.2% | $3,203-40.9% |
| Admin fee / account holder | $832 | $3,771-77.9% | $4,815-82.7% | $4,296-80.6% |