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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 | $52,780 | $51,638+2.2% | $129,406-59.2% | $80,959-34.8% |
| Participation rate | 25.5% | 56.9%-31.5pp | 69.6%-44.2pp | 67.7%-42.2pp |
| Annual return | 20.71% | 20.78%-0.1pp | 9468.18%-9447.5pp | 35.67%-15.0pp |
| Employer contribution / active EE | $339 | $1,584-78.6% | $4,155-91.8% | $2,757-87.7% |
| Participant deferral / active EE | $1,311 | $2,670-50.9% | $4,167-68.5% | $4,300-69.5% |
| Admin fee / account holder | $708 | $4,313-83.6% | $7,689-90.8% | $6,925-89.8% |