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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 | $71,856 | $55,902+28.5% | $76,030-5.5% | $80,959-11.2% |
| Participation rate | 47.4% | 62.1%-14.7pp | 69.1%-21.7pp | 67.7%-20.3pp |
| Annual return | 13.75% | 20.59%-6.8pp | 361.54%-347.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $494 | $1,867-73.6% | $2,688-81.6% | $2,757-82.1% |
| Participant deferral / active EE | $1,921 | $3,051-37.0% | $4,257-54.9% | $4,300-55.3% |
| Admin fee / account holder | $6,429 | $5,239+22.7% | $6,421+0.1% | $6,925-7.2% |