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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 | $53,371 | $48,432+10.2% | $121,169-56.0% | $71,495-25.4% |
| Participation rate | 34.4% | 54.3%-20.0pp | 69.5%-35.2pp | 67.9%-33.6pp |
| Annual return | 16.06% | 23.28%-7.2pp | 986.71%-970.6pp | 28.85%-12.8pp |
| Employer contribution / active EE | $896 | $1,493-40.0% | $4,168-78.5% | $2,589-65.4% |
| Participant deferral / active EE | $2,011 | $2,756-27.1% | $4,083-50.8% | $4,291-53.1% |
| Admin fee / account holder | $8,449 | $1,845+358.0% | $5,645+49.7% | $1,588+432.2% |