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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 | $49,764 | $77,908-36.1% | $149,696-66.8% | $75,173-33.8% |
| Participation rate | 32.5% | 65.6%-33.1pp | 78.8%-46.3pp | 67.2%-34.7pp |
| Annual return | 18.25% | 31.73%-13.5pp | 134.46%-116.2pp | 160.72%-142.5pp |
| Employer contribution / active EE | $881 | $3,138-71.9% | $4,821-81.7% | $2,671-67.0% |
| Participant deferral / active EE | $1,910 | $3,411-44.0% | $5,682-66.4% | $4,126-53.7% |
| Admin fee / account holder | $894 | $5,950-85.0% | $13,212-93.2% | $5,651-84.2% |