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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 | $57,499 | $49,976+15.1% | $66,674-13.8% | $82,637-30.4% |
| Participation rate | 18.9% | 63.1%-44.2pp | 73.7%-54.8pp | 68.1%-49.2pp |
| Annual return | 14.62% | 39.09%-24.5pp | 321.24%-306.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $562 | $1,988-71.7% | $2,620-78.6% | $2,552-78.0% |
| Participant deferral / active EE | $2,837 | $2,847-0.3% | $4,084-30.5% | $4,126-31.3% |
| Admin fee / account holder | $3,441 | $4,594-25.1% | $5,098-32.5% | $7,339-53.1% |