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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 | $50,892 | $106,923-52.4% | $84,023-39.4% | $152,909-66.7% |
| Participation rate | 47.4% | 75.3%-27.9pp | 69.0%-21.7pp | 82.5%-35.1pp |
| Annual return | 21.05% | 105.02%-84.0pp | 71.32%-50.3pp | 345.46%-324.4pp |
| Employer contribution / active EE | $858 | $2,735-68.6% | $1,984-56.7% | $4,764-82.0% |
| Participant deferral / active EE | $2,139 | $4,013-46.7% | $3,239-34.0% | $5,851-63.4% |
| Admin fee / account holder | $2,812 | $8,289-66.1% | $6,102-53.9% | $11,601-75.8% |