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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 | $81,665 | $51,638+58.2% | $68,368+19.4% | $82,448-0.9% |
| Participation rate | 23.3% | 63.6%-40.3pp | 73.8%-50.4pp | 68.1%-44.7pp |
| Annual return | 14.59% | 37.53%-22.9pp | 292.57%-278.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $423 | $2,047-79.3% | $2,649-84.0% | $2,551-83.4% |
| Participant deferral / active EE | $852 | $2,914-70.7% | $4,123-79.3% | $4,139-79.4% |
| Admin fee / account holder | $33,957 | $4,643+631.3% | $5,150+559.4% | $7,234+369.4% |