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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 | $74,840 | $76,834-2.6% | $108,359-30.9% | $87,485-14.5% |
| Participation rate | 29.6% | 61.7%-32.1pp | 70.1%-40.5pp | 68.9%-39.3pp |
| Annual return | 87.35% | 19.09%+68.3pp | 36.89%+50.5pp | 26.06%+61.3pp |
| Employer contribution / active EE | $816 | $1,556-47.6% | $2,399-66.0% | $2,596-68.6% |
| Participant deferral / active EE | $5,176 | $3,100+67.0% | $4,137+25.1% | $4,274+21.1% |
| Admin fee / account holder | $14,555 | $6,537+122.6% | $9,741+49.4% | $7,775+87.2% |