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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 | $93,304 | $61,125+52.6% | $94,057-0.8% | $87,485+6.7% |
| Participation rate | 16.9% | 64.1%-47.1pp | 73.3%-56.4pp | 68.9%-52.0pp |
| Annual return | 14.39% | 35.20%-20.8pp | 480.62%-466.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $521 | $2,136-75.6% | $2,933-82.2% | $2,596-79.9% |
| Participant deferral / active EE | $1,062 | $3,260-67.4% | $4,709-77.4% | $4,274-75.1% |
| Admin fee / account holder | $4,126 | $5,629-26.7% | $7,244-43.1% | $7,775-46.9% |