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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 | $35,387 | $49,896-29.1% | $80,627-56.1% | $75,173-52.9% |
| Participation rate | 67.8% | 55.3%+12.5pp | 67.0%+0.8pp | 67.2%+0.6pp |
| Annual return | 17.78% | 34.67%-16.9pp | 936.76%-919.0pp | 160.72%-142.9pp |
| Employer contribution / active EE | $577 | $1,699-66.0% | $2,723-78.8% | $2,671-78.4% |
| Participant deferral / active EE | $2,789 | $2,992-6.8% | $4,443-37.2% | $4,126-32.4% |
| Admin fee / account holder | $2,268 | $3,578-36.6% | $5,381-57.9% | $5,651-59.9% |