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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 | $70,780 | $49,976+41.6% | $66,674+6.2% | $82,637-14.3% |
| Participation rate | 30.8% | 63.1%-32.3pp | 73.7%-42.9pp | 68.1%-37.3pp |
| Annual return | 18.14% | 39.09%-20.9pp | 321.24%-303.1pp | 53.51%-35.4pp |
| Employer contribution / active EE | $881 | $1,988-55.7% | $2,620-66.4% | $2,552-65.5% |
| Participant deferral / active EE | $1,725 | $2,847-39.4% | $4,084-57.8% | $4,126-58.2% |
| Admin fee / account holder | $861 | $4,594-81.3% | $5,098-83.1% | $7,339-88.3% |