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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 | $55,132 | $50,554+9.1% | $67,681-18.5% | $87,485-37.0% |
| Participation rate | 46.9% | 67.7%-20.8pp | 73.7%-26.9pp | 68.9%-22.1pp |
| Annual return | 12.94% | 17.81%-4.9pp | 590.58%-577.6pp | 26.06%-13.1pp |
| Employer contribution / active EE | $972 | $1,988-51.1% | $2,678-63.7% | $2,596-62.5% |
| Participant deferral / active EE | $2,704 | $2,961-8.7% | $3,976-32.0% | $4,274-36.7% |
| Admin fee / account holder | $643 | $4,132-84.4% | $6,100-89.5% | $7,775-91.7% |