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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 | $80,332-42.8% | $107,187-57.2% | $64,097-28.3% |
| Participation rate | 51.0% | 54.4%-3.4pp | 75.0%-24.0pp | 55.2%-4.2pp |
| Annual return | 18.91% | 24.26%-5.3pp | 204.55%-185.6pp | 34.64%-15.7pp |
| Employer contribution / active EE | $920 | $2,501-63.2% | $3,782-75.7% | $1,891-51.4% |
| Participant deferral / active EE | $3,278 | $3,109+5.4% | $5,096-35.7% | $3,080+6.4% |
| Admin fee / account holder | $1,092 | $4,314-74.7% | $9,162-88.1% | $3,454-68.4% |