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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 | $42,337 | $51,638-18.0% | $68,368-38.1% | $82,448-48.7% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 13.71% | 37.53%-23.8pp | 292.57%-278.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $841 | $2,047-58.9% | $2,649-68.2% | $2,551-67.0% |
| Participant deferral / active EE | $1,822 | $2,914-37.5% | $4,123-55.8% | $4,139-56.0% |
| Admin fee / account holder | $10,058 | $4,643+116.6% | $5,150+95.3% | $7,234+39.0% |