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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 | $60,878 | $52,519+15.9% | $155,789-60.9% | $59,633+2.1% |
| Participation rate | 28.2% | 61.7%-33.5pp | 76.1%-47.9pp | 68.7%-40.5pp |
| Annual return | 0.77% | 53.51%-52.7pp | 71.54%-70.8pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $486 | $1,589-69.4% | $3,839-87.3% | $2,203-77.9% |
| Participant deferral / active EE | $1,422 | $3,084-53.9% | $4,798-70.4% | $3,192-55.5% |
| Admin fee / account holder | $326 | $3,540-90.8% | $7,477-95.6% | $4,297-92.4% |