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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 | $46,510 | $93,346-50.2% | $71,796-35.2% | $273,972-83.0% |
| Participation rate | 35.7% | 76.5%-40.8pp | 69.1%-33.4pp | 83.0%-47.3pp |
| Annual return | 6.77% | 130.39%-123.6pp | 78.04%-71.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $972 | $2,733-64.4% | $1,924-49.5% | $4,869-80.0% |
| Participant deferral / active EE | $4,627 | $3,475+33.1% | $2,794+65.6% | $5,287-12.5% |
| Admin fee / account holder | $321 | $6,571-95.1% | $4,815-93.3% | $10,133-96.8% |