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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 | $66,728 | $56,116+18.9% | $135,768-50.9% | $86,983-23.3% |
| Participation rate | 42.0% | 60.1%-18.1pp | 71.1%-29.0pp | 69.5%-27.5pp |
| Annual return | 16.39% | 125.33%-108.9pp | 526.10%-509.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $798 | $1,528-47.7% | $3,394-76.5% | $2,584-69.1% |
| Participant deferral / active EE | $3,050 | $2,690+13.4% | $3,977-23.3% | $4,194-27.3% |
| Admin fee / account holder | $2,438 | $4,314-43.5% | $7,048-65.4% | $7,856-69.0% |