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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 | $57,118 | $48,364+18.1% | $71,796-20.4% | $62,881-9.2% |
| Participation rate | 35.3% | 60.6%-25.3pp | 69.1%-33.8pp | 69.3%-34.0pp |
| Annual return | 8.99% | 13.16%-4.2pp | 78.04%-69.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $639 | $1,042-38.7% | $1,924-66.8% | $2,281-72.0% |
| Participant deferral / active EE | $1,448 | $2,091-30.8% | $2,794-48.2% | $3,203-54.8% |
| Admin fee / account holder | $824 | $3,771-78.2% | $4,815-82.9% | $4,296-80.8% |