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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 | $51,445 | $45,343+13.5% | $150,298-65.8% | $67,986-24.3% |
| Participation rate | 10.1% | 51.9%-41.8pp | 77.8%-67.7pp | 57.2%-47.1pp |
| Annual return | 12.86% | 33.28%-20.4pp | 62.79%-49.9pp | 31.67%-18.8pp |
| Employer contribution / active EE | $328 | $1,462-77.6% | $4,154-92.1% | $2,019-83.8% |
| Participant deferral / active EE | $863 | $2,055-58.0% | $5,453-84.2% | $3,358-74.3% |
| Admin fee / account holder | $5,022 | $2,250+123.2% | $14,116-64.4% | $3,203+56.8% |