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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 | $63,085 | $86,294-26.9% | $111,303-43.3% | $85,856-26.5% |
| Participation rate | 33.8% | 73.3%-39.5pp | 77.3%-43.5pp | 69.3%-35.5pp |
| Annual return | 18.79% | 19.99%-1.2pp | 54.66%-35.9pp | 318.58%-299.8pp |
| Employer contribution / active EE | $811 | $2,043-60.3% | $2,731-70.3% | $2,565-68.4% |
| Participant deferral / active EE | $2,057 | $3,641-43.5% | $4,487-54.2% | $3,952-48.0% |
| Admin fee / account holder | $555 | $8,189-93.2% | $7,966-93.0% | $6,261-91.1% |