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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 | $64,809 | $55,902+15.9% | $76,030-14.8% | $80,959-19.9% |
| Participation rate | 37.7% | 62.1%-24.3pp | 69.1%-31.3pp | 67.7%-29.9pp |
| Annual return | 21.82% | 20.59%+1.2pp | 361.54%-339.7pp | 35.67%-13.8pp |
| Employer contribution / active EE | $521 | $1,867-72.1% | $2,688-80.6% | $2,757-81.1% |
| Participant deferral / active EE | $1,405 | $3,051-53.9% | $4,257-67.0% | $4,300-67.3% |
| Admin fee / account holder | $470 | $5,239-91.0% | $6,421-92.7% | $6,925-93.2% |