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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 | $59,625 | $107,030-44.3% | $73,550-18.9% | $147,586-59.6% |
| Participation rate | 47.4% | 66.4%-19.0pp | 54.9%-7.6pp | 82.8%-35.5pp |
| Annual return | 16.62% | 38.25%-21.6pp | -15.16%+31.8pp | 578.59%-562.0pp |
| Employer contribution / active EE | $457 | $1,760-74.0% | $1,219-62.5% | $4,876-90.6% |
| Participant deferral / active EE | $1,874 | $2,458-23.8% | $1,804+3.9% | $5,439-65.5% |
| Admin fee / account holder | $1,359 | $3,055-55.5% | $2,320-41.4% | $10,886-87.5% |