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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 | $59,393 | $48,364+22.8% | $71,796-17.3% | $62,881-5.5% |
| Participation rate | 40.0% | 60.6%-20.6pp | 69.1%-29.1pp | 69.3%-29.3pp |
| Annual return | 11.93% | 13.16%-1.2pp | 78.04%-66.1pp | 20.14%-8.2pp |
| Employer contribution / active EE | $529 | $1,042-49.2% | $1,924-72.5% | $2,281-76.8% |
| Participant deferral / active EE | $1,922 | $2,091-8.1% | $2,794-31.2% | $3,203-40.0% |
| Admin fee / account holder | $478 | $3,771-87.3% | $4,815-90.1% | $4,296-88.9% |