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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 | $38,913 | $63,861-39.1% | $104,625-62.8% | $79,852-51.3% |
| Participation rate | 51.3% | 64.9%-13.6pp | 74.1%-22.8pp | 69.6%-18.4pp |
| Annual return | 14.01% | 21.30%-7.3pp | 340.60%-326.6pp | 31.72%-17.7pp |
| Employer contribution / active EE | $491 | $1,588-69.1% | $2,681-81.7% | $2,471-80.1% |
| Participant deferral / active EE | $2,919 | $2,693+8.4% | $3,738-21.9% | $3,740-21.9% |
| Admin fee / account holder | $9,101 | $4,185+117.5% | $6,465+40.8% | $5,306+71.5% |