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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 | $46,419 | $84,236-44.9% | $170,435-72.8% | $70,126-33.8% |
| Participation rate | 57.7% | 70.8%-13.1pp | 83.6%-25.9pp | 69.5%-11.8pp |
| Annual return | 15.53% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $929 | $3,387-72.6% | $5,432-82.9% | $2,343-60.4% |
| Participant deferral / active EE | $3,109 | $3,086+0.8% | $4,939-37.1% | $3,332-6.7% |
| Admin fee / account holder | $4,129 | $5,698-27.5% | $13,881-70.3% | $4,645-11.1% |