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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 | $58,258+38.6% | $81,820-1.3% | $80,925-0.2% |
| Participation rate | 29.0% | 63.5%-34.4pp | 72.4%-43.4pp | 67.7%-38.6pp |
| Annual return | 17.38% | 41.76%-24.4pp | 777.93%-760.6pp | 35.65%-18.3pp |
| Employer contribution / active EE | $701 | $2,345-70.1% | $2,915-75.9% | $2,756-74.6% |
| Participant deferral / active EE | $2,213 | $3,284-32.6% | $4,323-48.8% | $4,299-48.5% |
| Admin fee / account holder | $1,077 | $4,976-78.4% | $7,391-85.4% | $6,940-84.5% |