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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 | $64,756 | $49,249+31.5% | $70,476-8.1% | $79,852-18.9% |
| Participation rate | 38.9% | 69.2%-30.3pp | 75.1%-36.2pp | 69.6%-30.7pp |
| Annual return | 68.67% | 30.09%+38.6pp | 109.12%-40.4pp | 31.72%+36.9pp |
| Employer contribution / active EE | $813 | $2,100-61.3% | $2,738-70.3% | $2,471-67.1% |
| Participant deferral / active EE | $1,296 | $2,769-53.2% | $3,710-65.1% | $3,740-65.3% |
| Admin fee / account holder | $7,990 | $2,878+177.6% | $3,847+107.7% | $5,306+50.6% |