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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 | $64,830 | $58,311+11.2% | $81,882-20.8% | $80,959-19.9% |
| Participation rate | 15.9% | 63.5%-47.5pp | 72.4%-56.4pp | 67.7%-51.7pp |
| Annual return | 15.71% | 41.85%-26.1pp | 779.47%-763.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $555 | $2,347-76.4% | $2,916-81.0% | $2,757-79.9% |
| Participant deferral / active EE | $971 | $3,287-70.5% | $4,323-77.5% | $4,300-77.4% |
| Admin fee / account holder | $4,327 | $4,752-8.9% | $7,360-41.2% | $6,925-37.5% |