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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 | $74,493 | $49,896+49.3% | $80,627-7.6% | $75,173-0.9% |
| Participation rate | 20.0% | 55.3%-35.3pp | 67.0%-47.0pp | 67.2%-47.2pp |
| Annual return | 14.37% | 34.67%-20.3pp | 936.76%-922.4pp | 160.72%-146.3pp |
| Employer contribution / active EE | $789 | $1,699-53.6% | $2,723-71.0% | $2,671-70.5% |
| Participant deferral / active EE | $2,648 | $2,992-11.5% | $4,443-40.4% | $4,126-35.8% |
| Admin fee / account holder | $795 | $3,578-77.8% | $5,381-85.2% | $5,651-85.9% |