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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 | $51,688 | $58,311-11.4% | $81,882-36.9% | $80,959-36.2% |
| Participation rate | 42.3% | 63.5%-21.2pp | 72.4%-30.1pp | 67.7%-25.4pp |
| Annual return | 19.88% | 41.85%-22.0pp | 779.47%-759.6pp | 35.67%-15.8pp |
| Employer contribution / active EE | $575 | $2,347-75.5% | $2,916-80.3% | $2,757-79.2% |
| Participant deferral / active EE | $2,196 | $3,287-33.2% | $4,323-49.2% | $4,300-48.9% |
| Admin fee / account holder | $2,034 | $4,752-57.2% | $7,360-72.4% | $6,925-70.6% |