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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 | $59,217 | $86,298-31.4% | $111,308-46.8% | $85,847-31.0% |
| Participation rate | 56.9% | 73.3%-16.4pp | 77.3%-20.4pp | 69.3%-12.4pp |
| Annual return | 27.12% | 19.99%+7.1pp | 54.67%-27.5pp | 318.61%-291.5pp |
| Employer contribution / active EE | $760 | $2,044-62.8% | $2,732-72.2% | $2,565-70.4% |
| Participant deferral / active EE | $2,587 | $3,641-28.9% | $4,487-42.4% | $3,952-34.5% |
| Admin fee / account holder | $2,172 | $8,189-73.5% | $7,965-72.7% | $6,261-65.3% |