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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 | $74,126 | $51,638+43.5% | $68,368+8.4% | $82,448-10.1% |
| Participation rate | 40.5% | 63.6%-23.1pp | 73.8%-33.2pp | 68.1%-27.5pp |
| Annual return | 17.20% | 37.53%-20.3pp | 292.57%-275.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $599 | $2,047-70.7% | $2,649-77.4% | $2,551-76.5% |
| Participant deferral / active EE | $1,521 | $2,914-47.8% | $4,123-63.1% | $4,139-63.3% |
| Admin fee / account holder | $2,394 | $4,643-48.4% | $5,150-53.5% | $7,234-66.9% |