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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 | $50,954 | $106,918-52.3% | $84,021-39.4% | $152,897-66.7% |
| Participation rate | 30.8% | 75.2%-44.5pp | 69.0%-38.2pp | 82.5%-51.7pp |
| Annual return | 24.85% | 105.01%-80.2pp | 71.32%-46.5pp | 345.43%-320.6pp |
| Employer contribution / active EE | $994 | $2,735-63.7% | $1,984-49.9% | $4,764-79.1% |
| Participant deferral / active EE | $2,003 | $4,012-50.1% | $3,239-38.2% | $5,851-65.8% |
| Admin fee / account holder | $432 | $8,288-94.8% | $6,102-92.9% | $11,599-96.3% |