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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 | $66,101 | $51,638+28.0% | $68,368-3.3% | $82,448-19.8% |
| Participation rate | 43.3% | 63.6%-20.3pp | 73.8%-30.4pp | 68.1%-24.7pp |
| Annual return | 18.61% | 37.53%-18.9pp | 292.57%-274.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $273 | $2,047-86.7% | $2,649-89.7% | $2,551-89.3% |
| Participant deferral / active EE | $1,913 | $2,914-34.3% | $4,123-53.6% | $4,139-53.8% |
| Admin fee / account holder | $6,792 | $4,643+46.3% | $5,150+31.9% | $7,234-6.1% |