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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 | $70,601 | $49,976+41.3% | $66,674+5.9% | $82,637-14.6% |
| Participation rate | 69.0% | 63.1%+5.9pp | 73.7%-4.7pp | 68.1%+0.9pp |
| Annual return | 15.61% | 39.09%-23.5pp | 321.24%-305.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $387 | $1,988-80.5% | $2,620-85.2% | $2,552-84.8% |
| Participant deferral / active EE | $1,123 | $2,847-60.6% | $4,084-72.5% | $4,126-72.8% |
| Admin fee / account holder | $9,377 | $4,594+104.1% | $5,098+83.9% | $7,339+27.8% |