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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 | $61,111 | $51,638+18.3% | $68,368-10.6% | $82,448-25.9% |
| Participation rate | 54.2% | 63.6%-9.4pp | 73.8%-19.6pp | 68.1%-13.9pp |
| Annual return | 15.12% | 37.53%-22.4pp | 292.57%-277.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $655 | $2,047-68.0% | $2,649-75.3% | $2,551-74.3% |
| Participant deferral / active EE | $3,529 | $2,914+21.1% | $4,123-14.4% | $4,139-14.7% |
| Admin fee / account holder | $4,239 | $4,643-8.7% | $5,150-17.7% | $7,234-41.4% |