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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 | $50,446 | $48,337+4.4% | $67,560-25.3% | $80,959-37.7% |
| Participation rate | 25.6% | 66.4%-40.8pp | 72.9%-47.3pp | 67.7%-42.0pp |
| Annual return | 12.99% | 18.26%-5.3pp | 3533.50%-3520.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $626 | $2,023-69.1% | $2,737-77.1% | $2,757-77.3% |
| Participant deferral / active EE | $1,037 | $2,928-64.6% | $4,004-74.1% | $4,300-75.9% |
| Admin fee / account holder | $6,837 | $3,695+85.0% | $3,994+71.2% | $6,925-1.3% |