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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 | $46,871 | $78,690-40.4% | $161,489-71.0% | $87,485-46.4% |
| Participation rate | 52.4% | 67.5%-15.0pp | 78.7%-26.3pp | 68.9%-16.5pp |
| Annual return | 30.81% | 32.74%-1.9pp | 89.72%-58.9pp | 26.06%+4.7pp |
| Employer contribution / active EE | $773 | $2,588-70.2% | $4,268-81.9% | $2,596-70.2% |
| Participant deferral / active EE | $1,716 | $3,311-48.2% | $5,630-69.5% | $4,274-59.8% |
| Admin fee / account holder | $2,162 | $6,724-67.8% | $16,006-86.5% | $7,775-72.2% |