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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 | $53,592 | $47,479+12.9% | $62,929-14.8% | $82,448-35.0% |
| Participation rate | 47.1% | 66.9%-19.8pp | 73.1%-26.1pp | 68.1%-21.0pp |
| Annual return | 14.46% | 20.34%-5.9pp | 1063.93%-1049.5pp | 41.64%-27.2pp |
| Employer contribution / active EE | $515 | $1,885-72.7% | $2,505-79.4% | $2,551-79.8% |
| Participant deferral / active EE | $2,321 | $2,870-19.1% | $3,888-40.3% | $4,139-43.9% |
| Admin fee / account holder | $672 | $3,804-82.3% | $5,065-86.7% | $7,234-90.7% |