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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 | $55,112 | $86,288-36.1% | $111,306-50.5% | $85,851-35.8% |
| Participation rate | 46.4% | 73.3%-26.9pp | 77.3%-30.9pp | 69.3%-22.9pp |
| Annual return | 13.89% | 19.99%-6.1pp | 54.67%-40.8pp | 318.63%-304.7pp |
| Employer contribution / active EE | $814 | $2,044-60.2% | $2,732-70.2% | $2,565-68.3% |
| Participant deferral / active EE | $3,071 | $3,641-15.6% | $4,488-31.6% | $3,952-22.3% |
| Admin fee / account holder | $4,072 | $8,189-50.3% | $7,966-48.9% | $6,261-35.0% |