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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 | $53,592 | $50,554+6.0% | $67,681-20.8% | $87,485-38.7% |
| Participation rate | 47.1% | 67.7%-20.7pp | 73.7%-26.7pp | 68.9%-21.9pp |
| Annual return | 14.46% | 17.81%-3.3pp | 590.58%-576.1pp | 26.06%-11.6pp |
| Employer contribution / active EE | $515 | $1,988-74.1% | $2,678-80.8% | $2,596-80.2% |
| Participant deferral / active EE | $2,321 | $2,961-21.6% | $3,976-41.6% | $4,274-45.7% |
| Admin fee / account holder | $672 | $4,132-83.7% | $6,100-89.0% | $7,775-91.4% |