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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 | $74,127 | $116,203-36.2% | $93,621-20.8% | $152,897-51.5% |
| Participation rate | 34.8% | 78.1%-43.3pp | 75.8%-41.1pp | 82.5%-47.7pp |
| Annual return | 40.18% | 35.96%+4.2pp | 32.76%+7.4pp | 345.43%-305.2pp |
| Employer contribution / active EE | $775 | $3,219-75.9% | $2,719-71.5% | $4,764-83.7% |
| Participant deferral / active EE | $1,572 | $4,605-65.9% | $4,070-61.4% | $5,851-73.1% |
| Admin fee / account holder | $21,481 | $10,751+99.8% | $7,890+172.3% | $11,599+85.2% |