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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 | $51,638+19.2% | $68,368-10.0% | $82,448-25.4% |
| Participation rate | 32.1% | 63.6%-31.5pp | 73.8%-41.6pp | 68.1%-35.9pp |
| Annual return | 17.45% | 37.53%-20.1pp | 292.57%-275.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $757 | $2,047-63.0% | $2,649-71.4% | $2,551-70.3% |
| Participant deferral / active EE | $2,589 | $2,914-11.1% | $4,123-37.2% | $4,139-37.4% |
| Admin fee / account holder | $3,139 | $4,643-32.4% | $5,150-39.0% | $7,234-56.6% |