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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 | $80,020 | $58,241+37.4% | $81,780-2.2% | $80,911-1.1% |
| Participation rate | 31.8% | 63.4%-31.6pp | 72.4%-40.5pp | 67.6%-35.8pp |
| Annual return | 14.76% | 41.73%-27.0pp | 776.27%-761.5pp | 35.63%-20.9pp |
| Employer contribution / active EE | $876 | $2,343-62.6% | $2,914-69.9% | $2,756-68.2% |
| Participant deferral / active EE | $1,456 | $3,283-55.6% | $4,321-66.3% | $4,297-66.1% |
| Admin fee / account holder | $1,833 | $4,973-63.1% | $7,384-75.2% | $6,935-73.6% |