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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 | $82,366 | $78,707+4.6% | $117,861-30.1% | $70,126+17.5% |
| Participation rate | 44.3% | 73.2%-28.9pp | 79.7%-35.4pp | 69.5%-25.3pp |
| Annual return | 19.35% | 23.30%-3.9pp | 335.11%-315.8pp | 73.15%-53.8pp |
| Employer contribution / active EE | $740 | $2,223-66.7% | $3,786-80.5% | $2,343-68.4% |
| Participant deferral / active EE | $1,966 | $3,297-40.4% | $4,482-56.1% | $3,332-41.0% |
| Admin fee / account holder | $1,156 | $5,066-77.2% | $8,021-85.6% | $4,645-75.1% |