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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 | $73,289 | $58,275+25.8% | $81,844-10.5% | $80,935-9.4% |
| Participation rate | 59.4% | 63.5%-4.0pp | 72.4%-13.0pp | 67.7%-8.2pp |
| Annual return | 11.57% | 41.82%-30.2pp | 778.87%-767.3pp | 35.66%-24.1pp |
| Employer contribution / active EE | $594 | $2,346-74.7% | $2,916-79.6% | $2,757-78.5% |
| Participant deferral / active EE | $1,902 | $3,285-42.1% | $4,323-56.0% | $4,299-55.8% |
| Admin fee / account holder | $2,134 | $4,749-55.1% | $7,355-71.0% | $6,924-69.2% |