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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 | $60,606 | $29,051+108.6% | $52,425+15.6% | $67,986-10.9% |
| Participation rate | 12.8% | 30.4%-17.6pp | 55.6%-42.8pp | 57.2%-44.4pp |
| Annual return | 15.12% | 24.00%-8.9pp | 302.12%-287.0pp | 31.67%-16.5pp |
| Employer contribution / active EE | $365 | $412-11.5% | $914-60.1% | $2,019-81.9% |
| Participant deferral / active EE | $988 | $873+13.2% | $1,790-44.8% | $3,358-70.6% |
| Admin fee / account holder | $3,629 | $2,113+71.8% | $2,495+45.5% | $3,203+13.3% |