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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 | $55,935 | $61,125-8.5% | $94,057-40.5% | $87,485-36.1% |
| Participation rate | 51.7% | 64.1%-12.3pp | 73.3%-21.6pp | 68.9%-17.2pp |
| Annual return | 14.30% | 35.20%-20.9pp | 480.62%-466.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $598 | $2,136-72.0% | $2,933-79.6% | $2,596-77.0% |
| Participant deferral / active EE | $901 | $3,260-72.4% | $4,709-80.9% | $4,274-78.9% |
| Admin fee / account holder | $2,174 | $5,629-61.4% | $7,244-70.0% | $7,775-72.0% |