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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 | $73,787+1.4% | $98,716-24.2% | $82,448-9.2% |
| Participation rate | 29.6% | 61.4%-31.8pp | 69.3%-39.7pp | 68.1%-38.4pp |
| Annual return | 87.35% | 18.57%+68.8pp | 31.81%+55.5pp | 41.64%+45.7pp |
| Employer contribution / active EE | $816 | $1,511-46.0% | $2,279-64.2% | $2,551-68.0% |
| Participant deferral / active EE | $5,176 | $3,081+68.0% | $4,048+27.9% | $4,139+25.0% |
| Admin fee / account holder | $14,555 | $6,500+123.9% | $8,703+67.2% | $7,234+101.2% |