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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 | $126,113-56.1% | $116,096-52.3% | $155,188-64.3% |
| Participation rate | 42.9% | 75.1%-32.3pp | 73.3%-30.5pp | 80.8%-37.9pp |
| Annual return | 13.28% | 391.72%-378.4pp | 326.25%-313.0pp | 148.84%-135.6pp |
| Employer contribution / active EE | $497 | $2,672-81.4% | $2,503-80.1% | $4,248-88.3% |
| Participant deferral / active EE | $693 | $4,162-83.4% | $3,952-82.5% | $6,531-89.4% |
| Admin fee / account holder | $655 | $8,045-91.9% | $7,704-91.5% | $14,480-95.5% |