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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 | $77,221 | $61,125+26.3% | $94,057-17.9% | $87,485-11.7% |
| Participation rate | 54.1% | 64.1%-10.0pp | 73.3%-19.3pp | 68.9%-14.9pp |
| Annual return | 17.20% | 35.20%-18.0pp | 480.62%-463.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,026 | $2,136-52.0% | $2,933-65.0% | $2,596-60.5% |
| Participant deferral / active EE | $1,851 | $3,260-43.2% | $4,709-60.7% | $4,274-56.7% |
| Admin fee / account holder | $1,559 | $5,629-72.3% | $7,244-78.5% | $7,775-80.0% |