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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 | $77,358 | $53,832+43.7% | $75,702+2.2% | $85,854-9.9% |
| Participation rate | 22.7% | 69.1%-46.3pp | 74.8%-52.1pp | 69.3%-46.6pp |
| Annual return | 30.74% | 24.55%+6.2pp | 104.56%-73.8pp | 318.56%-287.8pp |
| Employer contribution / active EE | $549 | $2,018-72.8% | $2,743-80.0% | $2,565-78.6% |
| Participant deferral / active EE | $930 | $2,896-67.9% | $3,822-75.7% | $3,952-76.5% |
| Admin fee / account holder | $4,508 | $3,341+34.9% | $3,619+24.6% | $6,260-28.0% |