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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 | $79,694 | $59,402+34.2% | $93,654-14.9% | $74,546+6.9% |
| Participation rate | 22.0% | 59.7%-37.7pp | 68.7%-46.8pp | 67.2%-45.2pp |
| Annual return | 13.21% | 81.86%-68.7pp | 133.34%-120.1pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $1,117 | $1,265-11.7% | $2,421-53.9% | $2,624-57.4% |
| Participant deferral / active EE | $1,962 | $3,049-35.6% | $4,413-55.5% | $4,347-54.9% |
| Admin fee / account holder | $4,910 | $3,023+62.4% | $8,282-40.7% | $1,944+152.6% |