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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 | $80,738 | $58,311+38.5% | $81,882-1.4% | $80,959-0.3% |
| Participation rate | 29.0% | 63.5%-34.5pp | 72.4%-43.4pp | 67.7%-38.6pp |
| Annual return | 17.38% | 41.85%-24.5pp | 779.47%-762.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $701 | $2,347-70.1% | $2,916-75.9% | $2,757-74.6% |
| Participant deferral / active EE | $2,213 | $3,287-32.7% | $4,323-48.8% | $4,300-48.5% |
| Admin fee / account holder | $1,077 | $4,752-77.3% | $7,360-85.4% | $6,925-84.4% |