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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 | $60,518 | $55,930+8.2% | $76,089-20.5% | $80,925-25.2% |
| Participation rate | 8.8% | 62.1%-53.2pp | 69.1%-60.3pp | 67.7%-58.8pp |
| Annual return | 18.23% | 20.58%-2.3pp | 360.94%-342.7pp | 35.65%-17.4pp |
| Employer contribution / active EE | $866 | $1,866-53.6% | $2,690-67.8% | $2,756-68.6% |
| Participant deferral / active EE | $1,216 | $3,051-60.1% | $4,259-71.5% | $4,299-71.7% |
| Admin fee / account holder | $501 | $5,241-90.4% | $6,418-92.2% | $6,940-92.8% |