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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 | $45,929 | $83,369-44.9% | $105,223-56.4% | $67,986-32.4% |
| Participation rate | 51.0% | 56.3%-5.3pp | 75.0%-24.0pp | 57.2%-6.2pp |
| Annual return | 18.91% | 24.64%-5.7pp | 180.65%-161.7pp | 31.67%-12.8pp |
| Employer contribution / active EE | $920 | $2,541-63.8% | $3,689-75.1% | $2,019-54.4% |
| Participant deferral / active EE | $3,278 | $3,295-0.5% | $5,072-35.4% | $3,358-2.4% |
| Admin fee / account holder | $1,092 | $4,073-73.2% | $8,859-87.7% | $3,203-65.9% |