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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 | $52,173 | $108,882-52.1% | $96,754-46.1% | $154,746-66.3% |
| Participation rate | 34.8% | 75.1%-40.3pp | 70.3%-35.5pp | 80.7%-45.9pp |
| Annual return | 18.26% | 98.39%-80.1pp | 82.04%-63.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $542 | $3,018-82.0% | $2,679-79.8% | $4,379-87.6% |
| Participant deferral / active EE | $2,449 | $5,323-54.0% | $4,758-48.5% | $6,730-63.6% |
| Admin fee / account holder | $2,002 | $10,200-80.4% | $8,905-77.5% | $14,365-86.1% |