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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 | $61,047 | $53,128+14.9% | $86,582-29.5% | $70,126-12.9% |
| Participation rate | 36.8% | 65.3%-28.5pp | 73.5%-36.7pp | 69.5%-32.7pp |
| Annual return | 12.76% | 27.66%-14.9pp | 965.08%-952.3pp | 73.15%-60.4pp |
| Employer contribution / active EE | $482 | $2,068-76.7% | $2,839-83.0% | $2,343-79.4% |
| Participant deferral / active EE | $1,245 | $2,695-53.8% | $3,609-65.5% | $3,332-62.6% |
| Admin fee / account holder | $1,400 | $3,584-60.9% | $4,904-71.5% | $4,645-69.9% |