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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 | $44,335 | $53,841-17.7% | $75,731-41.5% | $85,851-48.4% |
| Participation rate | 51.1% | 69.0%-17.9pp | 74.8%-23.7pp | 69.3%-18.2pp |
| Annual return | 13.06% | 24.54%-11.5pp | 104.65%-91.6pp | 318.63%-305.6pp |
| Employer contribution / active EE | $415 | $2,017-79.4% | $2,743-84.9% | $2,565-83.8% |
| Participant deferral / active EE | $2,296 | $2,895-20.7% | $3,820-39.9% | $3,952-41.9% |
| Admin fee / account holder | $603 | $3,340-81.9% | $3,620-83.3% | $6,261-90.4% |