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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 | $71,169 | $48,118+47.9% | $136,833-48.0% | $94,015-24.3% |
| Participation rate | 26.4% | 47.4%-21.0pp | 59.0%-32.6pp | 70.8%-44.4pp |
| Annual return | 82.18% | 14.65%+67.5pp | 35.32%+46.9pp | 17.84%+64.3pp |
| Employer contribution / active EE | $554 | $821-32.5% | $1,319-58.0% | $2,790-80.2% |
| Participant deferral / active EE | $1,204 | $1,651-27.1% | $2,441-50.7% | $4,249-71.7% |
| Admin fee / account holder | $1,795 | $3,059-41.3% | $4,706-61.9% | $8,951-79.9% |