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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 | $76,206 | $49,976+52.5% | $66,674+14.3% | $82,637-7.8% |
| Participation rate | 54.2% | 63.1%-8.9pp | 73.7%-19.5pp | 68.1%-13.9pp |
| Annual return | 16.36% | 39.09%-22.7pp | 321.24%-304.9pp | 53.51%-37.1pp |
| Employer contribution / active EE | $576 | $1,988-71.1% | $2,620-78.0% | $2,552-77.4% |
| Participant deferral / active EE | $2,101 | $2,847-26.2% | $4,084-48.6% | $4,126-49.1% |
| Admin fee / account holder | $1,523 | $4,594-66.8% | $5,098-70.1% | $7,339-79.2% |