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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 | $68,223 | $38,967+75.1% | $86,233-20.9% | $79,634-14.3% |
| Participation rate | 21.6% | 34.1%-12.4pp | 69.0%-47.4pp | 62.5%-40.9pp |
| Annual return | 19.15% | 49.90%-30.8pp | 61.39%-42.2pp | 36.46%-17.3pp |
| Employer contribution / active EE | $192 | $868-77.9% | $2,504-92.3% | $2,529-92.4% |
| Participant deferral / active EE | $648 | $1,663-61.0% | $4,559-85.8% | $3,835-83.1% |
| Admin fee / account holder | $343 | $2,660-87.1% | $8,342-95.9% | $1,002-65.7% |