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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 | $66,848 | $39,036+71.2% | $80,784-17.3% | $85,851-22.1% |
| Participation rate | 54.3% | 41.6%+12.8pp | 54.2%+0.2pp | 69.3%-15.0pp |
| Annual return | 17.09% | 26.31%-9.2pp | 87.31%-70.2pp | 318.63%-301.5pp |
| Employer contribution / active EE | $1,928 | $722+166.9% | $1,160+66.2% | $2,565-24.8% |
| Participant deferral / active EE | $4,009 | $1,326+202.3% | $2,145+86.9% | $3,952+1.4% |
| Admin fee / account holder | $1,290 | $2,429-46.9% | $3,380-61.8% | $6,261-79.4% |