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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 | $64,779 | $48,011+34.9% | $63,803+1.5% | $82,637-21.6% |
| Participation rate | 23.3% | 66.6%-43.3pp | 72.7%-49.4pp | 68.1%-44.8pp |
| Annual return | 17.83% | 19.84%-2.0pp | 543.72%-525.9pp | 53.51%-35.7pp |
| Employer contribution / active EE | $570 | $1,904-70.0% | $2,532-77.5% | $2,552-77.7% |
| Participant deferral / active EE | $1,106 | $2,846-61.1% | $3,843-71.2% | $4,126-73.2% |
| Admin fee / account holder | $1,225 | $3,873-68.4% | $5,196-76.4% | $7,339-83.3% |