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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 | $43,730+30.4% | $66,674-14.4% | $64,097-11.0% |
| Participation rate | 43.0% | 50.7%-7.7pp | 73.7%-30.7pp | 55.2%-12.2pp |
| Annual return | 17.21% | 53.62%-36.4pp | 321.24%-304.0pp | 34.64%-17.4pp |
| Employer contribution / active EE | $582 | $1,673-65.2% | $2,620-77.8% | $1,891-69.2% |
| Participant deferral / active EE | $1,274 | $2,122-40.0% | $4,084-68.8% | $3,080-58.6% |
| Admin fee / account holder | $2,533 | $2,708-6.4% | $5,098-50.3% | $3,454-26.7% |