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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 | $62,581 | $55,902+11.9% | $76,030-17.7% | $80,959-22.7% |
| Participation rate | 48.6% | 62.1%-13.5pp | 69.1%-20.5pp | 67.7%-19.1pp |
| Annual return | 11.54% | 20.59%-9.1pp | 361.54%-350.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $617 | $1,867-66.9% | $2,688-77.0% | $2,757-77.6% |
| Participant deferral / active EE | $1,826 | $3,051-40.1% | $4,257-57.1% | $4,300-57.5% |
| Admin fee / account holder | $1,149 | $5,239-78.1% | $6,421-82.1% | $6,925-83.4% |