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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 | $56,640 | $36,595+54.8% | $88,179-35.8% | $71,012-20.2% |
| Participation rate | 12.0% | 29.2%-17.2pp | 69.1%-57.1pp | 58.6%-46.5pp |
| Annual return | 16.49% | 61.46%-45.0pp | 64.97%-48.5pp | 37.67%-21.2pp |
| Employer contribution / active EE | $435 | $787-44.7% | $2,549-82.9% | $2,348-81.5% |
| Participant deferral / active EE | $1,027 | $1,195-14.0% | $4,614-77.7% | $3,246-68.4% |
| Admin fee / account holder | $5,509 | $2,755+100.0% | $7,673-28.2% | $1,167+372.0% |