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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 | $55,889+16.0% | $76,119-14.9% | $80,935-19.9% |
| Participation rate | 37.7% | 62.1%-24.3pp | 69.1%-31.3pp | 67.7%-29.9pp |
| Annual return | 21.82% | 20.58%+1.2pp | 361.25%-339.4pp | 35.66%-13.8pp |
| Employer contribution / active EE | $521 | $1,866-72.1% | $2,693-80.7% | $2,757-81.1% |
| Participant deferral / active EE | $1,405 | $3,051-54.0% | $4,259-67.0% | $4,299-67.3% |
| Admin fee / account holder | $470 | $5,241-91.0% | $6,421-92.7% | $6,924-93.2% |