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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 | $50,745 | $93,345-45.6% | $119,126-57.4% | $87,485-42.0% |
| Participation rate | 37.0% | 68.7%-31.7pp | 75.8%-38.7pp | 68.9%-31.9pp |
| Annual return | 17.71% | 19.08%-1.4pp | 282.11%-264.4pp | 26.06%-8.4pp |
| Employer contribution / active EE | $962 | $3,172-69.7% | $4,034-76.2% | $2,596-62.9% |
| Participant deferral / active EE | $4,281 | $4,099+4.5% | $5,318-19.5% | $4,274+0.2% |
| Admin fee / account holder | $1,183 | $8,039-85.3% | $10,693-88.9% | $7,775-84.8% |