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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 | $73,166 | $70,684+3.5% | $169,390-56.8% | $75,173-2.7% |
| Participation rate | 27.1% | 64.8%-37.7pp | 77.2%-50.1pp | 67.2%-40.1pp |
| Annual return | 16.87% | 36.38%-19.5pp | 406.07%-389.2pp | 160.72%-143.9pp |
| Employer contribution / active EE | $640 | $2,211-71.1% | $4,013-84.1% | $2,671-76.1% |
| Participant deferral / active EE | $2,638 | $4,310-38.8% | $6,222-57.6% | $4,126-36.1% |
| Admin fee / account holder | $1,774 | $5,404-67.2% | $9,015-80.3% | $5,651-68.6% |