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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 | $56,170 | $63,342-11.3% | $92,236-39.1% | $70,131-19.9% |
| Participation rate | 55.3% | 68.7%-13.4pp | 76.5%-21.2pp | 69.5%-14.3pp |
| Annual return | 15.22% | 530.15%-514.9pp | 176.29%-161.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $753 | $2,471-69.5% | $3,679-79.5% | $2,342-67.9% |
| Participant deferral / active EE | $3,925 | $2,854+37.5% | $3,897+0.7% | $3,332+17.8% |
| Admin fee / account holder | $6,150 | $3,840+60.1% | $5,194+18.4% | $4,645+32.4% |