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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 | $54,111 | $52,581+2.9% | $130,788-58.6% | $64,340-15.9% |
| Participation rate | 22.3% | 46.5%-24.2pp | 70.1%-47.8pp | 55.2%-32.9pp |
| Annual return | 13.04% | 20.39%-7.4pp | 386.44%-373.4pp | 24.14%-11.1pp |
| Employer contribution / active EE | $640 | $1,031-38.0% | $3,558-82.0% | $1,862-65.6% |
| Participant deferral / active EE | $1,368 | $2,200-37.8% | $4,137-66.9% | $2,980-54.1% |
| Admin fee / account holder | $6,812 | $4,583+48.6% | $6,673+2.1% | $3,703+84.0% |