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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 | $62,716 | $107,030-41.4% | $73,550-14.7% | $147,586-57.5% |
| Participation rate | 33.3% | 66.4%-33.0pp | 54.9%-21.6pp | 82.8%-49.5pp |
| Annual return | 21.73% | 38.25%-16.5pp | -15.16%+36.9pp | 578.59%-556.9pp |
| Employer contribution / active EE | $501 | $1,760-71.5% | $1,219-58.9% | $4,876-89.7% |
| Participant deferral / active EE | $4,347 | $2,458+76.8% | $1,804+140.9% | $5,439-20.1% |
| Admin fee / account holder | $385 | $3,055-87.4% | $2,320-83.4% | $10,886-96.5% |