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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 | $50,075 | $50,554-0.9% | $67,681-26.0% | $87,485-42.8% |
| Participation rate | 25.0% | 67.7%-42.7pp | 73.7%-48.7pp | 68.9%-43.9pp |
| Annual return | 12.47% | 17.81%-5.3pp | 590.58%-578.1pp | 26.06%-13.6pp |
| Employer contribution / active EE | $991 | $1,988-50.2% | $2,678-63.0% | $2,596-61.8% |
| Participant deferral / active EE | $1,912 | $2,961-35.4% | $3,976-51.9% | $4,274-55.2% |
| Admin fee / account holder | $1,732 | $4,132-58.1% | $6,100-71.6% | $7,775-77.7% |