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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 | $57,747 | $51,638+11.8% | $68,368-15.5% | $82,448-30.0% |
| Participation rate | 30.8% | 63.6%-32.8pp | 73.8%-43.0pp | 68.1%-37.3pp |
| Annual return | 15.57% | 37.53%-22.0pp | 292.57%-277.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $468 | $2,047-77.2% | $2,649-82.3% | $2,551-81.7% |
| Participant deferral / active EE | $2,010 | $2,914-31.0% | $4,123-51.2% | $4,139-51.4% |
| Admin fee / account holder | $2,132 | $4,643-54.1% | $5,150-58.6% | $7,234-70.5% |