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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 | $52,845 | $39,162+34.9% | $100,671-47.5% | $59,633-11.4% |
| Participation rate | 33.3% | 55.9%-22.5pp | 70.7%-37.4pp | 68.7%-35.3pp |
| Annual return | -1.72% | 21.07%-22.8pp | 20.43%-22.1pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $960 | $1,151-16.6% | $4,012-76.1% | $2,203-56.4% |
| Participant deferral / active EE | $2,467 | $1,992+23.9% | $3,144-21.5% | $3,192-22.7% |
| Admin fee / account holder | $375 | $2,969-87.4% | $4,850-92.3% | $4,297-91.3% |