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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 | $60,850 | $55,889+8.9% | $76,119-20.1% | $80,935-24.8% |
| Participation rate | 46.5% | 62.1%-15.6pp | 69.1%-22.6pp | 67.7%-21.2pp |
| Annual return | 14.17% | 20.58%-6.4pp | 361.25%-347.1pp | 35.66%-21.5pp |
| Employer contribution / active EE | $511 | $1,866-72.6% | $2,693-81.0% | $2,757-81.5% |
| Participant deferral / active EE | $2,509 | $3,051-17.8% | $4,259-41.1% | $4,299-41.6% |
| Admin fee / account holder | $4,023 | $5,241-23.3% | $6,421-37.4% | $6,924-41.9% |