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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 | $56,473 | $48,053+17.5% | $84,628-33.3% | $72,975-22.6% |
| Participation rate | 42.4% | 57.6%-15.2pp | 68.2%-25.8pp | 69.5%-27.1pp |
| Annual return | 20.39% | 37.39%-17.0pp | 258.80%-238.4pp | 81.01%-60.6pp |
| Employer contribution / active EE | $381 | $1,602-76.2% | $2,653-85.6% | $2,440-84.4% |
| Participant deferral / active EE | $1,039 | $2,681-61.3% | $3,900-73.4% | $3,608-71.2% |
| Admin fee / account holder | $2,784 | $3,395-18.0% | $4,914-43.4% | $5,124-45.7% |