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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 | $68,838 | $53,128+29.6% | $86,581-20.5% | $70,124-1.8% |
| Participation rate | 45.9% | 65.3%-19.4pp | 73.5%-27.6pp | 69.5%-23.6pp |
| Annual return | 17.38% | 27.66%-10.3pp | 965.06%-947.7pp | 73.14%-55.8pp |
| Employer contribution / active EE | $309 | $2,068-85.1% | $2,840-89.1% | $2,342-86.8% |
| Participant deferral / active EE | $2,883 | $2,695+7.0% | $3,609-20.1% | $3,332-13.5% |
| Admin fee / account holder | $3,788 | $3,584+5.7% | $4,904-22.8% | $4,645-18.4% |