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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 | $57,095 | $53,128+7.5% | $86,582-34.1% | $70,126-18.6% |
| Participation rate | 27.6% | 65.3%-37.7pp | 73.5%-46.0pp | 69.5%-42.0pp |
| Annual return | 15.74% | 27.66%-11.9pp | 965.08%-949.3pp | 73.15%-57.4pp |
| Employer contribution / active EE | $491 | $2,068-76.3% | $2,839-82.7% | $2,343-79.0% |
| Participant deferral / active EE | $1,442 | $2,695-46.5% | $3,609-60.0% | $3,332-56.7% |
| Admin fee / account holder | $390 | $3,584-89.1% | $4,904-92.1% | $4,645-91.6% |