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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 | $49,104 | $102,938-52.3% | $94,105-47.8% | $138,895-64.6% |
| Participation rate | 61.5% | 74.6%-13.1pp | 71.9%-10.4pp | 79.9%-18.4pp |
| Annual return | 15.06% | 250.28%-235.2pp | 204.55%-189.5pp | 145.39%-130.3pp |
| Employer contribution / active EE | $528 | $2,732-80.7% | $2,504-78.9% | $4,194-87.4% |
| Participant deferral / active EE | $1,318 | $4,196-68.6% | $3,881-66.0% | $6,396-79.4% |
| Admin fee / account holder | $3,967 | $6,600-39.9% | $6,199-36.0% | $12,562-68.4% |