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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 | $74,575 | $49,976+49.2% | $66,674+11.9% | $82,637-9.8% |
| Participation rate | 34.3% | 63.1%-28.8pp | 73.7%-39.4pp | 68.1%-33.8pp |
| Annual return | 15.26% | 39.09%-23.8pp | 321.24%-306.0pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,432 | $1,988-28.0% | $2,620-45.3% | $2,552-43.9% |
| Participant deferral / active EE | $2,741 | $2,847-3.7% | $4,084-32.9% | $4,126-33.6% |
| Admin fee / account holder | $950 | $4,594-79.3% | $5,098-81.4% | $7,339-87.1% |