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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 | $66,837 | $56,063+19.2% | $76,051-12.1% | $80,911-17.4% |
| Participation rate | 43.2% | 62.0%-18.8pp | 69.1%-25.8pp | 67.6%-24.4pp |
| Annual return | 10.31% | 20.54%-10.2pp | 360.42%-350.1pp | 35.63%-25.3pp |
| Employer contribution / active EE | $868 | $1,874-53.7% | $2,690-67.7% | $2,756-68.5% |
| Participant deferral / active EE | $1,757 | $3,052-42.4% | $4,257-58.7% | $4,297-59.1% |
| Admin fee / account holder | $10,807 | $5,240+106.2% | $6,416+68.4% | $6,935+55.8% |