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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 | $51,048 | $51,638-1.1% | $68,368-25.3% | $82,448-38.1% |
| Participation rate | 25.9% | 63.6%-37.7pp | 73.8%-47.8pp | 68.1%-42.1pp |
| Annual return | 15.10% | 37.53%-22.4pp | 292.57%-277.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $697 | $2,047-66.0% | $2,649-73.7% | $2,551-72.7% |
| Participant deferral / active EE | $1,507 | $2,914-48.3% | $4,123-63.4% | $4,139-63.6% |
| Admin fee / account holder | $4,096 | $4,643-11.8% | $5,150-20.5% | $7,234-43.4% |