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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 | $61,005 | $45,343+34.5% | $150,298-59.4% | $67,986-10.3% |
| Participation rate | 48.5% | 51.9%-3.3pp | 77.8%-29.2pp | 57.2%-8.7pp |
| Annual return | 18.34% | 33.28%-14.9pp | 62.79%-44.4pp | 31.67%-13.3pp |
| Employer contribution / active EE | $721 | $1,462-50.7% | $4,154-82.7% | $2,019-64.3% |
| Participant deferral / active EE | $2,262 | $2,055+10.1% | $5,453-58.5% | $3,358-32.6% |
| Admin fee / account holder | $13,516 | $2,250+500.8% | $14,116-4.2% | $3,203+322.0% |