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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 | $81,562 | $51,638+58.0% | $68,368+19.3% | $82,448-1.1% |
| Participation rate | 7.2% | 63.6%-56.4pp | 73.8%-66.5pp | 68.1%-60.8pp |
| Annual return | 17.91% | 37.53%-19.6pp | 292.57%-274.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $550 | $2,047-73.1% | $2,649-79.2% | $2,551-78.4% |
| Participant deferral / active EE | $704 | $2,914-75.8% | $4,123-82.9% | $4,139-83.0% |
| Admin fee / account holder | $1,717 | $4,643-63.0% | $5,150-66.7% | $7,234-76.3% |