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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 | $66,682 | $53,127+25.5% | $86,597-23.0% | $70,131-4.9% |
| Participation rate | 18.2% | 65.3%-47.1pp | 73.5%-55.4pp | 69.5%-51.4pp |
| Annual return | 18.42% | 27.66%-9.2pp | 964.96%-946.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $323 | $2,068-84.4% | $2,840-88.6% | $2,342-86.2% |
| Participant deferral / active EE | $2,887 | $2,696+7.1% | $3,609-20.0% | $3,332-13.3% |
| Admin fee / account holder | $1,666 | $3,585-53.5% | $4,906-66.0% | $4,645-64.1% |