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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 | $51,018 | $91,179-44.0% | $178,499-71.4% | $79,852-36.1% |
| Participation rate | 41.0% | 69.2%-28.2pp | 81.9%-40.9pp | 69.6%-28.6pp |
| Annual return | 23.00% | 24.19%-1.2pp | 151.10%-128.1pp | 31.72%-8.7pp |
| Employer contribution / active EE | $868 | $3,256-73.3% | $5,011-82.7% | $2,471-64.9% |
| Participant deferral / active EE | $1,675 | $3,236-48.2% | $5,202-67.8% | $3,740-55.2% |
| Admin fee / account holder | $2,359 | $6,749-65.0% | $13,986-83.1% | $5,306-55.5% |