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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 | $50,332 | $61,125-17.7% | $94,057-46.5% | $87,485-42.5% |
| Participation rate | 56.1% | 64.1%-8.0pp | 73.3%-17.2pp | 68.9%-12.8pp |
| Annual return | 16.28% | 35.20%-18.9pp | 480.62%-464.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $786 | $2,136-63.2% | $2,933-73.2% | $2,596-69.7% |
| Participant deferral / active EE | $2,447 | $3,260-24.9% | $4,709-48.0% | $4,274-42.7% |
| Admin fee / account holder | $357 | $5,629-93.7% | $7,244-95.1% | $7,775-95.4% |