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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 | $72,769 | $48,314+50.6% | $67,561+7.7% | $80,925-10.1% |
| Participation rate | 40.9% | 66.4%-25.5pp | 72.9%-32.0pp | 67.7%-26.8pp |
| Annual return | 16.63% | 18.28%-1.7pp | 3525.44%-3508.8pp | 35.65%-19.0pp |
| Employer contribution / active EE | $645 | $2,022-68.1% | $2,735-76.4% | $2,756-76.6% |
| Participant deferral / active EE | $2,187 | $2,927-25.3% | $4,003-45.4% | $4,299-49.1% |
| Admin fee / account holder | $5,893 | $3,690+59.7% | $4,006+47.1% | $6,940-15.1% |