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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 | $63,645 | $55,902+13.9% | $76,030-16.3% | $80,959-21.4% |
| Participation rate | 46.4% | 62.1%-15.7pp | 69.1%-22.7pp | 67.7%-21.3pp |
| Annual return | 13.73% | 20.59%-6.9pp | 361.54%-347.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $404 | $1,867-78.3% | $2,688-85.0% | $2,757-85.3% |
| Participant deferral / active EE | $1,800 | $3,051-41.0% | $4,257-57.7% | $4,300-58.1% |
| Admin fee / account holder | $4,398 | $5,239-16.1% | $6,421-31.5% | $6,925-36.5% |