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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 | $54,865 | $51,649+6.2% | $124,206-55.8% | $64,097-14.4% |
| Participation rate | 17.2% | 45.2%-28.0pp | 69.6%-52.4pp | 55.2%-38.0pp |
| Annual return | 19.08% | 19.98%-0.9pp | 515.27%-496.2pp | 34.64%-15.6pp |
| Employer contribution / active EE | $580 | $1,057-45.1% | $3,540-83.6% | $1,891-69.3% |
| Participant deferral / active EE | $1,031 | $2,165-52.4% | $3,968-74.0% | $3,080-66.5% |
| Admin fee / account holder | $941 | $4,237-77.8% | $5,929-84.1% | $3,454-72.8% |