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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 | $97,869 | $58,726+66.7% | $92,239+6.1% | $62,293+57.1% |
| Participation rate | 30.0% | 68.3%-38.3pp | 76.5%-46.5pp | 69.5%-39.5pp |
| Annual return | 15.95% | 43.62%-27.7pp | 176.29%-160.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $834 | $2,392-65.1% | $3,680-77.3% | $2,042-59.2% |
| Participant deferral / active EE | $2,400 | $2,766-13.2% | $3,897-38.4% | $3,169-24.3% |
| Admin fee / account holder | $1,743 | $556+213.1% | $5,194-66.5% | $479+263.5% |