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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 | $51,638-2.5% | $68,368-26.4% | $82,448-39.0% |
| Participation rate | 56.1% | 63.6%-7.5pp | 73.8%-17.7pp | 68.1%-12.0pp |
| Annual return | 16.28% | 37.53%-21.3pp | 292.57%-276.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $786 | $2,047-61.6% | $2,649-70.3% | $2,551-69.2% |
| Participant deferral / active EE | $2,447 | $2,914-16.0% | $4,123-40.6% | $4,139-40.9% |
| Admin fee / account holder | $357 | $4,643-92.3% | $5,150-93.1% | $7,234-95.1% |