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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 | $69,672 | $58,828+18.4% | $78,002-10.7% | $62,881+10.8% |
| Participation rate | 60.0% | 71.1%-11.1pp | 75.5%-15.5pp | 69.3%-9.3pp |
| Annual return | 11.62% | 17.16%-5.5pp | 425.99%-414.4pp | 20.14%-8.5pp |
| Employer contribution / active EE | $555 | $1,672-66.8% | $2,470-77.5% | $2,281-75.7% |
| Participant deferral / active EE | $2,272 | $2,686-15.4% | $3,497-35.0% | $3,203-29.1% |
| Admin fee / account holder | $2,682 | $4,393-38.9% | $5,481-51.1% | $4,296-37.6% |