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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 | $61,581 | $56,134+9.7% | $96,161-36.0% | $85,856-28.3% |
| Participation rate | 25.8% | 56.7%-31.0pp | 68.4%-42.7pp | 69.3%-43.6pp |
| Annual return | 16.92% | 42.30%-25.4pp | 192.01%-175.1pp | 318.58%-301.7pp |
| Employer contribution / active EE | $530 | $1,620-67.3% | $2,798-81.0% | $2,565-79.3% |
| Participant deferral / active EE | $1,507 | $2,858-47.3% | $4,349-65.4% | $3,952-61.9% |
| Admin fee / account holder | $629 | $3,769-83.3% | $5,538-88.6% | $6,261-90.0% |