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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 | $55,578 | $48,011+15.8% | $63,803-12.9% | $82,637-32.7% |
| Participation rate | 52.8% | 66.6%-13.8pp | 72.7%-19.9pp | 68.1%-15.3pp |
| Annual return | 14.45% | 19.84%-5.4pp | 543.72%-529.3pp | 53.51%-39.1pp |
| Employer contribution / active EE | $549 | $1,904-71.2% | $2,532-78.3% | $2,552-78.5% |
| Participant deferral / active EE | $2,047 | $2,846-28.1% | $3,843-46.7% | $4,126-50.4% |
| Admin fee / account holder | $3,882 | $3,873+0.2% | $5,196-25.3% | $7,339-47.1% |