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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 | $63,257 | $48,314+30.9% | $67,561-6.4% | $80,925-21.8% |
| Participation rate | 34.5% | 66.4%-31.9pp | 72.9%-38.4pp | 67.7%-33.2pp |
| Annual return | 14.52% | 18.28%-3.8pp | 3525.44%-3510.9pp | 35.65%-21.1pp |
| Employer contribution / active EE | $562 | $2,022-72.2% | $2,735-79.5% | $2,756-79.6% |
| Participant deferral / active EE | $2,236 | $2,927-23.6% | $4,003-44.1% | $4,299-48.0% |
| Admin fee / account holder | $1,825 | $3,690-50.5% | $4,006-54.4% | $6,940-73.7% |