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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 | $54,638 | $83,337-34.4% | $67,834-19.5% | $273,972-80.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 7.66% | 259.45%-251.8pp | 138.47%-130.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $810 | $3,287-75.4% | $2,403-66.3% | $4,869-83.4% |
| Participant deferral / active EE | $2,967 | $4,088-27.4% | $3,160-6.1% | $5,287-43.9% |
| Admin fee / account holder | $1,107 | $6,752-83.6% | $4,622-76.0% | $10,133-89.1% |