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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 | $62,511 | $44,746+39.7% | $88,179-29.1% | $64,097-2.5% |
| Participation rate | 13.8% | 39.8%-26.0pp | 69.1%-55.3pp | 55.2%-41.4pp |
| Annual return | 14.84% | 24.70%-9.9pp | 64.97%-50.1pp | 34.64%-19.8pp |
| Employer contribution / active EE | $153 | $1,078-85.8% | $2,549-94.0% | $1,891-91.9% |
| Participant deferral / active EE | $544 | $2,072-73.8% | $4,614-88.2% | $3,080-82.3% |
| Admin fee / account holder | $1,474 | $3,437-57.1% | $7,673-80.8% | $3,454-57.3% |