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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 | $57,046 | $47,105+21.1% | $68,368-16.6% | $67,986-16.1% |
| Participation rate | 43.0% | 51.8%-8.8pp | 73.8%-30.8pp | 57.2%-14.2pp |
| Annual return | 17.21% | 48.37%-31.2pp | 292.57%-275.4pp | 31.67%-14.5pp |
| Employer contribution / active EE | $582 | $1,859-68.7% | $2,649-78.0% | $2,019-71.2% |
| Participant deferral / active EE | $1,274 | $2,374-46.3% | $4,123-69.1% | $3,358-62.1% |
| Admin fee / account holder | $2,533 | $2,435+4.0% | $5,150-50.8% | $3,203-20.9% |