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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 | $61,125+33.6% | $94,057-13.2% | $87,485-6.7% |
| Participation rate | 23.3% | 64.1%-40.7pp | 73.3%-50.0pp | 68.9%-45.6pp |
| Annual return | 14.59% | 35.20%-20.6pp | 480.62%-466.0pp | 26.06%-11.5pp |
| Employer contribution / active EE | $423 | $2,136-80.2% | $2,933-85.6% | $2,596-83.7% |
| Participant deferral / active EE | $852 | $3,260-73.9% | $4,709-81.9% | $4,274-80.1% |
| Admin fee / account holder | $33,957 | $5,629+503.3% | $7,244+368.7% | $7,775+336.8% |