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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 | $69,443 | $51,638+34.5% | $68,368+1.6% | $82,448-15.8% |
| Participation rate | 35.7% | 63.6%-27.9pp | 73.8%-38.0pp | 68.1%-32.4pp |
| Annual return | 17.64% | 37.53%-19.9pp | 292.57%-274.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $838 | $2,047-59.1% | $2,649-68.4% | $2,551-67.2% |
| Participant deferral / active EE | $1,400 | $2,914-52.0% | $4,123-66.0% | $4,139-66.2% |
| Admin fee / account holder | $3,529 | $4,643-24.0% | $5,150-31.5% | $7,234-51.2% |