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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 | $79,301 | $53,127+49.3% | $86,597-8.4% | $70,131+13.1% |
| Participation rate | 42.4% | 65.3%-22.9pp | 73.5%-31.1pp | 69.5%-27.1pp |
| Annual return | 19.47% | 27.66%-8.2pp | 964.96%-945.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $448 | $2,068-78.3% | $2,840-84.2% | $2,342-80.9% |
| Participant deferral / active EE | $2,986 | $2,696+10.8% | $3,609-17.2% | $3,332-10.4% |
| Admin fee / account holder | $2,310 | $3,585-35.6% | $4,906-52.9% | $4,645-50.3% |