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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 | $60,061 | $101,618-40.9% | $93,063-35.5% | $137,256-56.2% |
| Participation rate | 35.7% | 74.9%-39.2pp | 72.1%-36.4pp | 80.0%-44.2pp |
| Annual return | 87.52% | 223.95%-136.4pp | 34.15%+53.4pp | 220.34%-132.8pp |
| Employer contribution / active EE | $873 | $2,707-67.8% | $2,476-64.7% | $4,156-79.0% |
| Participant deferral / active EE | $965 | $4,279-77.5% | $3,958-75.6% | $6,407-84.9% |
| Admin fee / account holder | $11,788 | $6,198+90.2% | $6,033+95.4% | $12,270-3.9% |