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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 | $87,877 | $49,976+75.8% | $66,674+31.8% | $82,637+6.3% |
| Participation rate | 20.0% | 63.1%-43.1pp | 73.7%-53.7pp | 68.1%-48.1pp |
| Annual return | 20.46% | 39.09%-18.6pp | 321.24%-300.8pp | 53.51%-33.0pp |
| Employer contribution / active EE | $563 | $1,988-71.7% | $2,620-78.5% | $2,552-77.9% |
| Participant deferral / active EE | $1,109 | $2,847-61.1% | $4,084-72.9% | $4,126-73.1% |
| Admin fee / account holder | $372 | $4,594-91.9% | $5,098-92.7% | $7,339-94.9% |