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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 | $58,241-11.3% | $81,780-36.8% | $80,911-36.1% |
| Participation rate | 42.3% | 63.4%-21.2pp | 72.4%-30.1pp | 67.6%-25.4pp |
| Annual return | 19.88% | 41.73%-21.8pp | 776.27%-756.4pp | 35.63%-15.8pp |
| Employer contribution / active EE | $575 | $2,343-75.5% | $2,914-80.3% | $2,756-79.1% |
| Participant deferral / active EE | $2,196 | $3,283-33.1% | $4,321-49.2% | $4,297-48.9% |
| Admin fee / account holder | $2,034 | $4,973-59.1% | $7,384-72.5% | $6,935-70.7% |