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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 | $45,101 | $98,240-54.1% | $82,312-45.2% | $147,586-69.4% |
| Participation rate | 47.6% | 79.7%-32.1pp | 76.9%-29.3pp | 82.8%-35.2pp |
| Annual return | 17.42% | 30.85%-13.4pp | 25.88%-8.5pp | 578.59%-561.2pp |
| Employer contribution / active EE | $856 | $3,192-73.2% | $2,428-64.8% | $4,876-82.5% |
| Participant deferral / active EE | $1,584 | $4,383-63.9% | $3,706-57.3% | $5,439-70.9% |
| Admin fee / account holder | $527 | $8,563-93.8% | $5,608-90.6% | $10,886-95.2% |