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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 | $83,246 | $51,736+60.9% | $120,225-30.8% | $67,986+22.4% |
| Participation rate | 42.4% | 46.1%-3.7pp | 69.6%-27.2pp | 57.2%-14.8pp |
| Annual return | 16.63% | 31.98%-15.3pp | 439.23%-422.6pp | 31.67%-15.0pp |
| Employer contribution / active EE | $753 | $1,071-29.7% | $3,475-78.3% | $2,019-62.7% |
| Participant deferral / active EE | $1,569 | $2,206-28.9% | $3,999-60.8% | $3,358-53.3% |
| Admin fee / account holder | $3,023 | $4,159-27.3% | $5,696-46.9% | $3,203-5.6% |