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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 | $74,560 | $58,241+28.0% | $81,780-8.8% | $80,911-7.8% |
| Participation rate | 51.9% | 63.4%-11.5pp | 72.4%-20.5pp | 67.6%-15.7pp |
| Annual return | 14.82% | 41.73%-26.9pp | 776.27%-761.4pp | 35.63%-20.8pp |
| Employer contribution / active EE | $675 | $2,343-71.2% | $2,914-76.8% | $2,756-75.5% |
| Participant deferral / active EE | $1,545 | $3,283-52.9% | $4,321-64.2% | $4,297-64.1% |
| Admin fee / account holder | $2,191 | $4,973-55.9% | $7,384-70.3% | $6,935-68.4% |