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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 | $56,975 | $51,638+10.3% | $68,368-16.7% | $82,448-30.9% |
| Participation rate | 46.9% | 63.6%-16.7pp | 73.8%-26.9pp | 68.1%-21.2pp |
| Annual return | 14.22% | 37.53%-23.3pp | 292.57%-278.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $484 | $2,047-76.3% | $2,649-81.7% | $2,551-81.0% |
| Participant deferral / active EE | $2,337 | $2,914-19.8% | $4,123-43.3% | $4,139-43.5% |
| Admin fee / account holder | $2,085 | $4,643-55.1% | $5,150-59.5% | $7,234-71.2% |