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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 | $47,112 | $78,425-39.9% | $95,956-50.9% | $79,858-41.0% |
| Participation rate | 53.8% | 73.5%-19.6pp | 77.1%-23.2pp | 69.6%-15.8pp |
| Annual return | 13.52% | 19.37%-5.9pp | 91.63%-78.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $596 | $1,945-69.4% | $2,541-76.5% | $2,471-75.9% |
| Participant deferral / active EE | $2,505 | $3,440-27.2% | $4,167-39.9% | $3,740-33.0% |
| Admin fee / account holder | $3,268 | $5,622-41.9% | $6,797-51.9% | $5,306-38.4% |