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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 | $71,774 | $47,479+51.2% | $62,929+14.1% | $82,448-12.9% |
| Participation rate | 40.3% | 66.9%-26.5pp | 73.1%-32.8pp | 68.1%-27.7pp |
| Annual return | 16.25% | 20.34%-4.1pp | 1063.93%-1047.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $774 | $1,885-58.9% | $2,505-69.1% | $2,551-69.6% |
| Participant deferral / active EE | $3,019 | $2,870+5.2% | $3,888-22.3% | $4,139-27.1% |
| Admin fee / account holder | $1,002 | $3,804-73.7% | $5,065-80.2% | $7,234-86.2% |