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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 | $57,103 | $63,773-10.5% | $81,286-29.8% | $80,925-29.4% |
| Participation rate | 23.1% | 63.9%-40.8pp | 69.5%-46.4pp | 67.7%-44.6pp |
| Annual return | 52.31% | 16.37%+35.9pp | 24.80%+27.5pp | 35.65%+16.7pp |
| Employer contribution / active EE | $493 | $1,979-75.1% | $2,463-80.0% | $2,756-82.1% |
| Participant deferral / active EE | $2,843 | $3,093-8.1% | $3,883-26.8% | $4,299-33.9% |
| Admin fee / account holder | $342 | $5,682-94.0% | $5,764-94.1% | $6,940-95.1% |