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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 | $53,643 | $51,638+3.9% | $68,368-21.5% | $82,448-34.9% |
| Participation rate | 45.1% | 63.6%-18.5pp | 73.8%-28.7pp | 68.1%-23.0pp |
| Annual return | 14.62% | 37.53%-22.9pp | 292.57%-278.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $772 | $2,047-62.3% | $2,649-70.9% | $2,551-69.7% |
| Participant deferral / active EE | $1,139 | $2,914-60.9% | $4,123-72.4% | $4,139-72.5% |
| Admin fee / account holder | $5,103 | $4,643+9.9% | $5,150-0.9% | $7,234-29.5% |