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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 | $37,870 | $43,730-13.4% | $66,674-43.2% | $64,097-40.9% |
| Participation rate | 51.2% | 50.7%+0.5pp | 73.7%-22.4pp | 55.2%-3.9pp |
| Annual return | 18.09% | 53.62%-35.5pp | 321.24%-303.2pp | 34.64%-16.6pp |
| Employer contribution / active EE | $574 | $1,673-65.7% | $2,620-78.1% | $1,891-69.7% |
| Participant deferral / active EE | $3,588 | $2,122+69.1% | $4,084-12.1% | $3,080+16.5% |
| Admin fee / account holder | $989 | $2,708-63.5% | $5,098-80.6% | $3,454-71.4% |