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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 | $68,523 | $48,053+42.6% | $84,628-19.0% | $72,975-6.1% |
| Participation rate | 41.4% | 57.6%-16.2pp | 68.2%-26.9pp | 69.5%-28.1pp |
| Annual return | 29.43% | 37.39%-8.0pp | 258.80%-229.4pp | 81.01%-51.6pp |
| Employer contribution / active EE | $772 | $1,602-51.8% | $2,653-70.9% | $2,440-68.3% |
| Participant deferral / active EE | $1,303 | $2,681-51.4% | $3,900-66.6% | $3,608-63.9% |
| Admin fee / account holder | $7,574 | $3,395+123.1% | $4,914+54.1% | $5,124+47.8% |