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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 | $60,342 | $49,976+20.7% | $66,674-9.5% | $82,637-27.0% |
| Participation rate | 42.5% | 63.1%-20.6pp | 73.7%-31.2pp | 68.1%-25.6pp |
| Annual return | 18.00% | 39.09%-21.1pp | 321.24%-303.2pp | 53.51%-35.5pp |
| Employer contribution / active EE | $825 | $1,988-58.5% | $2,620-68.5% | $2,552-67.7% |
| Participant deferral / active EE | $2,572 | $2,847-9.7% | $4,084-37.0% | $4,126-37.7% |
| Admin fee / account holder | $1,572 | $4,594-65.8% | $5,098-69.2% | $7,339-78.6% |