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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 | $55,402 | $53,128+4.3% | $86,582-36.0% | $70,126-21.0% |
| Participation rate | 44.7% | 65.3%-20.6pp | 73.5%-28.8pp | 69.5%-24.8pp |
| Annual return | 18.33% | 27.66%-9.3pp | 965.08%-946.8pp | 73.15%-54.8pp |
| Employer contribution / active EE | $765 | $2,068-63.0% | $2,839-73.1% | $2,343-67.3% |
| Participant deferral / active EE | $1,940 | $2,695-28.0% | $3,609-46.2% | $3,332-41.8% |
| Admin fee / account holder | $2,563 | $3,584-28.5% | $4,904-47.7% | $4,645-44.8% |