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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 | $55,405 | $53,128+4.3% | $86,582-36.0% | $70,126-21.0% |
| Participation rate | 47.1% | 65.3%-18.2pp | 73.5%-26.5pp | 69.5%-22.5pp |
| Annual return | 18.44% | 27.66%-9.2pp | 965.08%-946.6pp | 73.15%-54.7pp |
| Employer contribution / active EE | $288 | $2,068-86.1% | $2,839-89.9% | $2,343-87.7% |
| Participant deferral / active EE | $1,565 | $2,695-41.9% | $3,609-56.6% | $3,332-53.0% |
| Admin fee / account holder | $325 | $3,584-90.9% | $4,904-93.4% | $4,645-93.0% |