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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 | $69,516 | $48,314+43.9% | $67,561+2.9% | $80,925-14.1% |
| Participation rate | 57.1% | 66.4%-9.3pp | 72.9%-15.8pp | 67.7%-10.5pp |
| Annual return | 13.08% | 18.28%-5.2pp | 3525.44%-3512.4pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,162 | $2,022-42.5% | $2,735-57.5% | $2,756-57.8% |
| Participant deferral / active EE | $1,792 | $2,927-38.8% | $4,003-55.2% | $4,299-58.3% |
| Admin fee / account holder | $1,050 | $3,690-71.6% | $4,006-73.8% | $6,940-84.9% |