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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 | $48,559 | $78,707-38.3% | $117,861-58.8% | $70,126-30.8% |
| Participation rate | 37.9% | 73.2%-35.3pp | 79.7%-41.8pp | 69.5%-31.6pp |
| Annual return | 19.52% | 23.30%-3.8pp | 335.11%-315.6pp | 73.15%-53.6pp |
| Employer contribution / active EE | $924 | $2,223-58.4% | $3,786-75.6% | $2,343-60.6% |
| Participant deferral / active EE | $1,633 | $3,297-50.5% | $4,482-63.6% | $3,332-51.0% |
| Admin fee / account holder | $10,747 | $5,066+112.2% | $8,021+34.0% | $4,645+131.4% |