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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 | $55,340 | $102,938-46.2% | $94,105-41.2% | $138,895-60.2% |
| Participation rate | 42.9% | 74.6%-31.8pp | 71.9%-29.1pp | 79.9%-37.1pp |
| Annual return | 13.28% | 250.28%-237.0pp | 204.55%-191.3pp | 145.39%-132.1pp |
| Employer contribution / active EE | $497 | $2,732-81.8% | $2,504-80.1% | $4,194-88.1% |
| Participant deferral / active EE | $693 | $4,196-83.5% | $3,881-82.1% | $6,396-89.2% |
| Admin fee / account holder | $655 | $6,600-90.1% | $6,199-89.4% | $12,562-94.8% |