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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 | $60,445 | $53,128+13.8% | $86,582-30.2% | $70,126-13.8% |
| Participation rate | 48.4% | 65.3%-16.9pp | 73.5%-25.2pp | 69.5%-21.2pp |
| Annual return | 14.66% | 27.66%-13.0pp | 965.08%-950.4pp | 73.15%-58.5pp |
| Employer contribution / active EE | $267 | $2,068-87.1% | $2,839-90.6% | $2,343-88.6% |
| Participant deferral / active EE | $1,077 | $2,695-60.0% | $3,609-70.2% | $3,332-67.7% |
| Admin fee / account holder | $8,474 | $3,584+136.4% | $4,904+72.8% | $4,645+82.4% |