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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 | $67,301 | $39,028+72.4% | $80,741-16.6% | $85,847-21.6% |
| Participation rate | 65.7% | 41.6%+24.1pp | 54.2%+11.5pp | 69.3%-3.6pp |
| Annual return | 12.38% | 26.31%-13.9pp | 87.30%-74.9pp | 318.61%-306.2pp |
| Employer contribution / active EE | $750 | $722+3.8% | $1,160-35.4% | $2,565-70.8% |
| Participant deferral / active EE | $1,933 | $1,326+45.8% | $2,145-9.9% | $3,952-51.1% |
| Admin fee / account holder | $1,918 | $2,429-21.1% | $3,380-43.3% | $6,261-69.4% |