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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 | $57,624 | $55,902+3.1% | $76,030-24.2% | $80,959-28.8% |
| Participation rate | 18.5% | 62.1%-43.6pp | 69.1%-50.6pp | 67.7%-49.2pp |
| Annual return | 10.77% | 20.59%-9.8pp | 361.54%-350.8pp | 35.67%-24.9pp |
| Employer contribution / active EE | $707 | $1,867-62.1% | $2,688-73.7% | $2,757-74.4% |
| Participant deferral / active EE | $1,506 | $3,051-50.6% | $4,257-64.6% | $4,300-65.0% |
| Admin fee / account holder | $1,580 | $5,239-69.8% | $6,421-75.4% | $6,925-77.2% |