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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 | $50,920 | $55,902-8.9% | $76,030-33.0% | $80,959-37.1% |
| Participation rate | 42.2% | 62.1%-19.9pp | 69.1%-26.9pp | 67.7%-25.5pp |
| Annual return | 17.51% | 20.59%-3.1pp | 361.54%-344.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $671 | $1,867-64.0% | $2,688-75.0% | $2,757-75.6% |
| Participant deferral / active EE | $2,069 | $3,051-32.2% | $4,257-51.4% | $4,300-51.9% |
| Admin fee / account holder | $1,842 | $5,239-64.9% | $6,421-71.3% | $6,925-73.4% |