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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 | $55,969 | $49,976+12.0% | $66,674-16.1% | $82,637-32.3% |
| Participation rate | 31.3% | 63.1%-31.8pp | 73.7%-42.4pp | 68.1%-36.8pp |
| Annual return | 14.48% | 39.09%-24.6pp | 321.24%-306.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $738 | $1,988-62.9% | $2,620-71.8% | $2,552-71.1% |
| Participant deferral / active EE | $2,324 | $2,847-18.3% | $4,084-43.1% | $4,126-43.7% |
| Admin fee / account holder | $6,027 | $4,594+31.2% | $5,098+18.2% | $7,339-17.9% |