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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 | $47,329 | $60,442-21.7% | $96,754-51.1% | $87,485-45.9% |
| Participation rate | 32.0% | 58.7%-26.7pp | 70.3%-38.3pp | 68.9%-36.9pp |
| Annual return | 17.47% | 21.97%-4.5pp | 82.04%-64.6pp | 26.06%-8.6pp |
| Employer contribution / active EE | $629 | $1,691-62.8% | $2,679-76.5% | $2,596-75.8% |
| Participant deferral / active EE | $1,057 | $3,280-67.8% | $4,758-77.8% | $4,274-75.3% |
| Admin fee / account holder | $4,545 | $5,069-10.3% | $8,905-49.0% | $7,775-41.5% |