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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 | $67,845 | $61,125+11.0% | $94,057-27.9% | $87,485-22.4% |
| Participation rate | 29.1% | 64.1%-35.0pp | 73.3%-44.3pp | 68.9%-39.8pp |
| Annual return | 21.33% | 35.20%-13.9pp | 480.62%-459.3pp | 26.06%-4.7pp |
| Employer contribution / active EE | $680 | $2,136-68.2% | $2,933-76.8% | $2,596-73.8% |
| Participant deferral / active EE | $1,848 | $3,260-43.3% | $4,709-60.8% | $4,274-56.8% |
| Admin fee / account holder | $3,266 | $5,629-42.0% | $7,244-54.9% | $7,775-58.0% |