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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 | $87,387 | $49,976+74.9% | $66,674+31.1% | $82,637+5.7% |
| Participation rate | 22.0% | 63.1%-41.1pp | 73.7%-51.6pp | 68.1%-46.0pp |
| Annual return | 15.57% | 39.09%-23.5pp | 321.24%-305.7pp | 53.51%-37.9pp |
| Employer contribution / active EE | $476 | $1,988-76.0% | $2,620-81.8% | $2,552-81.3% |
| Participant deferral / active EE | $1,134 | $2,847-60.2% | $4,084-72.2% | $4,126-72.5% |
| Admin fee / account holder | $1,806 | $4,594-60.7% | $5,098-64.6% | $7,339-75.4% |