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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 | $59,440 | $58,311+1.9% | $81,882-27.4% | $80,959-26.6% |
| Participation rate | 57.1% | 63.5%-6.3pp | 72.4%-15.2pp | 67.7%-10.5pp |
| Annual return | 17.92% | 41.85%-23.9pp | 779.47%-761.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $970 | $2,347-58.7% | $2,916-66.7% | $2,757-64.8% |
| Participant deferral / active EE | $1,814 | $3,287-44.8% | $4,323-58.0% | $4,300-57.8% |
| Admin fee / account holder | $2,983 | $4,752-37.2% | $7,360-59.5% | $6,925-56.9% |