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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 | $57,464 | $48,314+18.9% | $67,561-14.9% | $80,925-29.0% |
| Participation rate | 59.4% | 66.4%-7.0pp | 72.9%-13.5pp | 67.7%-8.3pp |
| Annual return | 15.13% | 18.28%-3.1pp | 3525.44%-3510.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $649 | $2,022-67.9% | $2,735-76.3% | $2,756-76.5% |
| Participant deferral / active EE | $2,062 | $2,927-29.5% | $4,003-48.5% | $4,299-52.0% |
| Admin fee / account holder | $819 | $3,690-77.8% | $4,006-79.6% | $6,940-88.2% |