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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 | $74,024 | $54,674+35.4% | $76,089-2.7% | $74,429-0.5% |
| Participation rate | 21.3% | 60.3%-39.0pp | 69.1%-47.8pp | 67.2%-45.9pp |
| Annual return | 13.78% | 31.89%-18.1pp | 360.94%-347.2pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $450 | $1,781-74.7% | $2,690-83.3% | $2,625-82.9% |
| Participant deferral / active EE | $974 | $3,071-68.3% | $4,259-77.1% | $4,348-77.6% |
| Admin fee / account holder | $2,289 | $2,238+2.3% | $6,418-64.3% | $1,944+17.8% |