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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 | $61,539 | $49,976+23.1% | $66,674-7.7% | $82,637-25.5% |
| Participation rate | 32.1% | 63.1%-31.0pp | 73.7%-41.5pp | 68.1%-35.9pp |
| Annual return | 17.45% | 39.09%-21.6pp | 321.24%-303.8pp | 53.51%-36.1pp |
| Employer contribution / active EE | $757 | $1,988-61.9% | $2,620-71.1% | $2,552-70.3% |
| Participant deferral / active EE | $2,589 | $2,847-9.0% | $4,084-36.6% | $4,126-37.2% |
| Admin fee / account holder | $3,139 | $4,594-31.7% | $5,098-38.4% | $7,339-57.2% |