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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 | $51,503 | $49,976+3.1% | $66,674-22.8% | $82,637-37.7% |
| Participation rate | 42.6% | 63.1%-20.5pp | 73.7%-31.1pp | 68.1%-25.5pp |
| Annual return | 15.80% | 39.09%-23.3pp | 321.24%-305.4pp | 53.51%-37.7pp |
| Employer contribution / active EE | $993 | $1,988-50.1% | $2,620-62.1% | $2,552-61.1% |
| Participant deferral / active EE | $1,558 | $2,847-45.3% | $4,084-61.9% | $4,126-62.2% |
| Admin fee / account holder | $801 | $4,594-82.6% | $5,098-84.3% | $7,339-89.1% |