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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 | $56,777 | $51,638+10.0% | $68,368-17.0% | $82,448-31.1% |
| Participation rate | 26.0% | 63.6%-37.6pp | 73.8%-47.8pp | 68.1%-42.1pp |
| Annual return | 16.56% | 37.53%-21.0pp | 292.57%-276.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $343 | $2,047-83.2% | $2,649-87.0% | $2,551-86.5% |
| Participant deferral / active EE | $1,454 | $2,914-50.1% | $4,123-64.7% | $4,139-64.9% |
| Admin fee / account holder | $1,041 | $4,643-77.6% | $5,150-79.8% | $7,234-85.6% |