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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 | $68,709 | $49,976+37.5% | $66,674+3.1% | $82,637-16.9% |
| Participation rate | 40.0% | 63.1%-23.1pp | 73.7%-33.7pp | 68.1%-28.1pp |
| Annual return | 15.19% | 39.09%-23.9pp | 321.24%-306.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $734 | $1,988-63.1% | $2,620-72.0% | $2,552-71.2% |
| Participant deferral / active EE | $1,315 | $2,847-53.8% | $4,084-67.8% | $4,126-68.1% |
| Admin fee / account holder | $4,797 | $4,594+4.4% | $5,098-5.9% | $7,339-34.6% |