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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 | $73,883 | $51,638+43.1% | $68,368+8.1% | $82,448-10.4% |
| Participation rate | 48.5% | 63.6%-15.1pp | 73.8%-25.3pp | 68.1%-19.6pp |
| Annual return | 14.51% | 37.53%-23.0pp | 292.57%-278.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $414 | $2,047-79.8% | $2,649-84.4% | $2,551-83.8% |
| Participant deferral / active EE | $3,104 | $2,914+6.5% | $4,123-24.7% | $4,139-25.0% |
| Admin fee / account holder | $8,335 | $4,643+79.5% | $5,150+61.8% | $7,234+15.2% |