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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 | $72,341 | $48,011+50.7% | $63,803+13.4% | $82,637-12.5% |
| Participation rate | 15.4% | 66.6%-51.2pp | 72.7%-57.3pp | 68.1%-52.7pp |
| Annual return | 13.02% | 19.84%-6.8pp | 543.72%-530.7pp | 53.51%-40.5pp |
| Employer contribution / active EE | $568 | $1,904-70.2% | $2,532-77.6% | $2,552-77.7% |
| Participant deferral / active EE | $955 | $2,846-66.4% | $3,843-75.1% | $4,126-76.8% |
| Admin fee / account holder | $2,167 | $3,873-44.1% | $5,196-58.3% | $7,339-70.5% |