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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 | $46,848 | $58,275-19.6% | $81,844-42.8% | $80,935-42.1% |
| Participation rate | 58.2% | 63.5%-5.3pp | 72.4%-14.2pp | 67.7%-9.5pp |
| Annual return | 17.17% | 41.82%-24.6pp | 778.87%-761.7pp | 35.66%-18.5pp |
| Employer contribution / active EE | $552 | $2,346-76.5% | $2,916-81.1% | $2,757-80.0% |
| Participant deferral / active EE | $2,126 | $3,285-35.3% | $4,323-50.8% | $4,299-50.6% |
| Admin fee / account holder | $3,033 | $4,749-36.1% | $7,355-58.8% | $6,924-56.2% |