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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 | $101,618-51.7% | $93,063-47.2% | $137,256-64.2% |
| Participation rate | 61.5% | 74.9%-13.4pp | 72.1%-10.6pp | 80.0%-18.4pp |
| Annual return | 15.06% | 223.95%-208.9pp | 34.15%-19.1pp | 220.34%-205.3pp |
| Employer contribution / active EE | $528 | $2,707-80.5% | $2,476-78.7% | $4,156-87.3% |
| Participant deferral / active EE | $1,318 | $4,279-69.2% | $3,958-66.7% | $6,407-79.4% |
| Admin fee / account holder | $3,967 | $6,198-36.0% | $6,033-34.2% | $12,270-67.7% |