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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 | $82,411 | $48,053+71.5% | $84,637-2.6% | $72,976+12.9% |
| Participation rate | 35.9% | 57.6%-21.7pp | 68.2%-32.3pp | 69.5%-33.6pp |
| Annual return | 22.79% | 37.39%-14.6pp | 258.82%-236.0pp | 81.02%-58.2pp |
| Employer contribution / active EE | $559 | $1,602-65.1% | $2,653-78.9% | $2,440-77.1% |
| Participant deferral / active EE | $2,837 | $2,681+5.8% | $3,900-27.3% | $3,608-21.4% |
| Admin fee / account holder | $2,067 | $3,395-39.1% | $4,914-57.9% | $5,124-59.7% |