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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 | $59,864 | $53,128+12.7% | $86,581-30.9% | $70,124-14.6% |
| Participation rate | 53.6% | 65.3%-11.7pp | 73.5%-20.0pp | 69.5%-16.0pp |
| Annual return | 14.91% | 27.66%-12.8pp | 965.06%-950.2pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,064 | $2,068-48.5% | $2,840-62.5% | $2,342-54.6% |
| Participant deferral / active EE | $1,515 | $2,695-43.8% | $3,609-58.0% | $3,332-54.5% |
| Admin fee / account holder | $1,204 | $3,584-66.4% | $4,904-75.5% | $4,645-74.1% |