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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 | $53,404 | $51,638+3.4% | $68,368-21.9% | $82,448-35.2% |
| Participation rate | 34.3% | 63.6%-29.3pp | 73.8%-39.5pp | 68.1%-33.8pp |
| Annual return | 18.42% | 37.53%-19.1pp | 292.57%-274.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $578 | $2,047-71.7% | $2,649-78.2% | $2,551-77.3% |
| Participant deferral / active EE | $1,550 | $2,914-46.8% | $4,123-62.4% | $4,139-62.6% |
| Admin fee / account holder | $759 | $4,643-83.7% | $5,150-85.3% | $7,234-89.5% |