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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 | $49,369 | $51,736-4.6% | $120,225-58.9% | $67,986-27.4% |
| Participation rate | 37.9% | 46.1%-8.2pp | 69.6%-31.7pp | 57.2%-19.3pp |
| Annual return | 18.08% | 31.98%-13.9pp | 439.23%-421.2pp | 31.67%-13.6pp |
| Employer contribution / active EE | $435 | $1,071-59.4% | $3,475-87.5% | $2,019-78.4% |
| Participant deferral / active EE | $2,010 | $2,206-8.9% | $3,999-49.7% | $3,358-40.1% |
| Admin fee / account holder | $1,687 | $4,159-59.4% | $5,696-70.4% | $3,203-47.3% |