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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 | $70,239 | $38,460+82.6% | $97,032-27.6% | $65,191+7.7% |
| Participation rate | 12.5% | 23.6%-11.1pp | 71.6%-59.0pp | 63.0%-50.5pp |
| Annual return | 19.05% | 78.38%-59.3pp | 35.38%-16.3pp | 51.24%-32.2pp |
| Employer contribution / active EE | $445 | $532-16.4% | $2,629-83.1% | $2,400-81.5% |
| Participant deferral / active EE | $1,027 | $957+7.3% | $4,672-78.0% | $2,671-61.6% |
| Admin fee / account holder | $7,112 | $2,414+194.6% | $9,418-24.5% | $907+684.2% |