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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 | $70,132 | $61,125+14.7% | $94,057-25.4% | $87,485-19.8% |
| Participation rate | 27.9% | 64.1%-36.1pp | 73.3%-45.4pp | 68.9%-41.0pp |
| Annual return | 18.01% | 35.20%-17.2pp | 480.62%-462.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $933 | $2,136-56.3% | $2,933-68.2% | $2,596-64.1% |
| Participant deferral / active EE | $1,971 | $3,260-39.6% | $4,709-58.2% | $4,274-53.9% |
| Admin fee / account holder | $1,496 | $5,629-73.4% | $7,244-79.4% | $7,775-80.8% |