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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 | $36,948+92.6% | $73,658-3.4% | $87,485-18.6% |
| Participation rate | 26.4% | 46.8%-20.4pp | 57.0%-30.6pp | 68.9%-42.5pp |
| Annual return | 82.18% | 28.64%+53.5pp | 29.72%+52.5pp | 26.06%+56.1pp |
| Employer contribution / active EE | $554 | $670-17.4% | $1,032-46.4% | $2,596-78.7% |
| Participant deferral / active EE | $1,204 | $1,379-12.7% | $2,062-41.6% | $4,274-71.8% |
| Admin fee / account holder | $1,795 | $2,531-29.1% | $3,357-46.5% | $7,775-76.9% |