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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 | $46,620 | $61,125-23.7% | $94,057-50.4% | $87,485-46.7% |
| Participation rate | 37.0% | 64.1%-27.0pp | 73.3%-36.3pp | 68.9%-31.9pp |
| Annual return | 19.99% | 35.20%-15.2pp | 480.62%-460.6pp | 26.06%-6.1pp |
| Employer contribution / active EE | $744 | $2,136-65.2% | $2,933-74.6% | $2,596-71.3% |
| Participant deferral / active EE | $3,312 | $3,260+1.6% | $4,709-29.7% | $4,274-22.5% |
| Admin fee / account holder | $905 | $5,629-83.9% | $7,244-87.5% | $7,775-88.4% |