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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 | $55,889+19.6% | $76,119-12.2% | $80,935-17.4% |
| Participation rate | 43.2% | 62.1%-18.8pp | 69.1%-25.8pp | 67.7%-24.4pp |
| Annual return | 10.31% | 20.58%-10.3pp | 361.25%-350.9pp | 35.66%-25.3pp |
| Employer contribution / active EE | $868 | $1,866-53.5% | $2,693-67.8% | $2,757-68.5% |
| Participant deferral / active EE | $1,757 | $3,051-42.4% | $4,259-58.7% | $4,299-59.1% |
| Admin fee / account holder | $10,807 | $5,241+106.2% | $6,421+68.3% | $6,924+56.1% |