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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 | $70,681 | $56,640+24.8% | $78,002-9.4% | $55,167+28.1% |
| Participation rate | 53.8% | 73.3%-19.5pp | 75.5%-21.7pp | 69.0%-15.1pp |
| Annual return | 6.03% | 2868.48%-2862.4pp | 425.99%-420.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,109 | $1,724-35.6% | $2,470-55.1% | $1,963-43.5% |
| Participant deferral / active EE | $2,172 | $2,778-21.8% | $3,497-37.9% | $3,054-28.9% |
| Admin fee / account holder | $3,480 | $467+645.9% | $5,481-36.5% | $504+590.6% |