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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 | $54,127 | $48,053+12.6% | $84,628-36.0% | $72,975-25.8% |
| Participation rate | 56.1% | 57.6%-1.5pp | 68.2%-12.1pp | 69.5%-13.4pp |
| Annual return | 22.17% | 37.39%-15.2pp | 258.80%-236.6pp | 81.01%-58.8pp |
| Employer contribution / active EE | $636 | $1,602-60.3% | $2,653-76.0% | $2,440-73.9% |
| Participant deferral / active EE | $3,824 | $2,681+42.6% | $3,900-1.9% | $3,608+6.0% |
| Admin fee / account holder | $763 | $3,395-77.5% | $4,914-84.5% | $5,124-85.1% |