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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 | $49,194 | $51,638-4.7% | $68,368-28.0% | $82,448-40.3% |
| Participation rate | 60.6% | 63.6%-3.0pp | 73.8%-13.1pp | 68.1%-7.5pp |
| Annual return | 17.42% | 37.53%-20.1pp | 292.57%-275.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $511 | $2,047-75.0% | $2,649-80.7% | $2,551-80.0% |
| Participant deferral / active EE | $1,821 | $2,914-37.5% | $4,123-55.8% | $4,139-56.0% |
| Admin fee / account holder | $2,991 | $4,643-35.6% | $5,150-41.9% | $7,234-58.7% |