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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 | $48,945 | $111,830-56.2% | $93,696-47.8% | $145,884-66.4% |
| Participation rate | 30.4% | 74.2%-43.8pp | 68.7%-38.3pp | 80.3%-49.9pp |
| Annual return | 8.25% | 204.08%-195.8pp | 133.74%-125.5pp | 551.85%-543.6pp |
| Employer contribution / active EE | $651 | $3,093-79.0% | $2,422-73.1% | $4,662-86.0% |
| Participant deferral / active EE | $3,094 | $4,920-37.1% | $4,417-30.0% | $6,690-53.8% |
| Admin fee / account holder | $1,720 | $10,249-83.2% | $8,287-79.2% | $13,392-87.2% |