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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 | $78,608 | $55,713+41.1% | $75,901+3.6% | $72,975+7.7% |
| Participation rate | 64.6% | 61.1%+3.5pp | 69.3%-4.7pp | 69.5%-4.9pp |
| Annual return | 47.27% | 27.60%+19.7pp | 30.76%+16.5pp | 81.01%-33.7pp |
| Employer contribution / active EE | $554 | $1,687-67.2% | $2,501-77.9% | $2,440-77.3% |
| Participant deferral / active EE | $1,039 | $2,634-60.6% | $3,603-71.2% | $3,608-71.2% |
| Admin fee / account holder | $18,442 | $3,980+363.3% | $5,420+240.2% | $5,124+259.9% |