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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 | $57,990 | $82,133-29.4% | $147,318-60.6% | $64,097-9.5% |
| Participation rate | 34.7% | 62.3%-27.6pp | 82.1%-47.4pp | 55.2%-20.5pp |
| Annual return | 17.92% | 78.78%-60.9pp | 70.43%-52.5pp | 34.64%-16.7pp |
| Employer contribution / active EE | $631 | $2,872-78.0% | $4,593-86.3% | $1,891-66.6% |
| Participant deferral / active EE | $2,975 | $5,407-45.0% | $7,906-62.4% | $3,080-3.4% |
| Admin fee / account holder | $2,118 | $3,730-43.2% | $13,708-84.5% | $3,454-38.7% |