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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 | $65,982 | $39,028+69.1% | $80,741-18.3% | $85,856-23.1% |
| Participation rate | 41.9% | 41.6%+0.4pp | 54.2%-12.2pp | 69.3%-27.4pp |
| Annual return | 15.97% | 26.31%-10.3pp | 87.30%-71.3pp | 318.58%-302.6pp |
| Employer contribution / active EE | $947 | $722+31.2% | $1,160-18.3% | $2,565-63.1% |
| Participant deferral / active EE | $1,890 | $1,326+42.5% | $2,145-11.9% | $3,952-52.2% |
| Admin fee / account holder | $3,532 | $2,429+45.4% | $3,380+4.5% | $6,261-43.6% |