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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 | $60,567 | $52,279+15.9% | $89,414-32.3% | $79,852-24.2% |
| Participation rate | 9.6% | 57.5%-47.9pp | 68.0%-58.4pp | 69.6%-60.0pp |
| Annual return | 18.49% | 22.16%-3.7pp | 245.50%-227.0pp | 31.72%-13.2pp |
| Employer contribution / active EE | $235 | $1,572-85.1% | $2,586-90.9% | $2,471-90.5% |
| Participant deferral / active EE | $1,155 | $2,740-57.9% | $3,890-70.3% | $3,740-69.1% |
| Admin fee / account holder | $3,834 | $3,356+14.2% | $4,883-21.5% | $5,306-27.7% |