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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 | $55,889+3.1% | $76,119-24.3% | $80,935-28.8% |
| Participation rate | 18.5% | 62.1%-43.6pp | 69.1%-50.6pp | 67.7%-49.2pp |
| Annual return | 10.77% | 20.58%-9.8pp | 361.25%-350.5pp | 35.66%-24.9pp |
| Employer contribution / active EE | $707 | $1,866-62.1% | $2,693-73.7% | $2,757-74.4% |
| Participant deferral / active EE | $1,506 | $3,051-50.6% | $4,259-64.6% | $4,299-65.0% |
| Admin fee / account holder | $1,580 | $5,241-69.9% | $6,421-75.4% | $6,924-77.2% |