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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 | $61,007 | $51,638+18.1% | $68,368-10.8% | $82,448-26.0% |
| Participation rate | 32.3% | 63.6%-31.4pp | 73.8%-41.5pp | 68.1%-35.8pp |
| Annual return | 18.69% | 37.53%-18.8pp | 292.57%-273.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,046 | $2,047-48.9% | $2,649-60.5% | $2,551-59.0% |
| Participant deferral / active EE | $2,105 | $2,914-27.8% | $4,123-48.9% | $4,139-49.1% |
| Admin fee / account holder | $399 | $4,643-91.4% | $5,150-92.3% | $7,234-94.5% |