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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 | $83,089 | $49,976+66.3% | $66,674+24.6% | $82,637+0.5% |
| Participation rate | 34.1% | 63.1%-28.9pp | 73.7%-39.5pp | 68.1%-33.9pp |
| Annual return | 19.30% | 39.09%-19.8pp | 321.24%-301.9pp | 53.51%-34.2pp |
| Employer contribution / active EE | $417 | $1,988-79.0% | $2,620-84.1% | $2,552-83.7% |
| Participant deferral / active EE | $1,459 | $2,847-48.8% | $4,084-64.3% | $4,126-64.6% |
| Admin fee / account holder | $5,498 | $4,594+19.7% | $5,098+7.8% | $7,339-25.1% |