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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 | $81,025 | $61,125+32.6% | $94,057-13.9% | $87,485-7.4% |
| Participation rate | 28.0% | 64.1%-36.1pp | 73.3%-45.3pp | 68.9%-40.9pp |
| Annual return | 15.77% | 35.20%-19.4pp | 480.62%-464.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,037 | $2,136-51.5% | $2,933-64.7% | $2,596-60.1% |
| Participant deferral / active EE | $2,771 | $3,260-15.0% | $4,709-41.2% | $4,274-35.2% |
| Admin fee / account holder | $1,575 | $5,629-72.0% | $7,244-78.3% | $7,775-79.7% |