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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 | $53,611 | $51,184+4.7% | $66,439-19.3% | $86,983-38.4% |
| Participation rate | 63.1% | 68.5%-5.4pp | 74.5%-11.4pp | 69.5%-6.4pp |
| Annual return | 12.38% | 17.07%-4.7pp | 757.66%-745.3pp | 25.83%-13.4pp |
| Employer contribution / active EE | $689 | $2,023-65.9% | $2,637-73.9% | $2,584-73.3% |
| Participant deferral / active EE | $3,456 | $2,927+18.0% | $3,876-10.9% | $4,194-17.6% |
| Admin fee / account holder | $3,007 | $4,154-27.6% | $6,173-51.3% | $7,856-61.7% |