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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 | $72,760 | $57,305+27.0% | $86,640-16.0% | $75,173-3.2% |
| Participation rate | 27.6% | 63.2%-35.6pp | 71.7%-44.1pp | 67.2%-39.6pp |
| Annual return | 17.99% | 2674.24%-2656.2pp | 592.52%-574.5pp | 160.72%-142.7pp |
| Employer contribution / active EE | $1,138 | $2,316-50.9% | $3,024-62.4% | $2,671-57.4% |
| Participant deferral / active EE | $1,986 | $3,320-40.2% | $4,438-55.3% | $4,126-51.9% |
| Admin fee / account holder | $744 | $4,116-81.9% | $5,616-86.8% | $5,651-86.8% |