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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 | $49,601 | $60,442-17.9% | $96,754-48.7% | $87,485-43.3% |
| Participation rate | 29.4% | 58.7%-29.3pp | 70.3%-40.9pp | 68.9%-39.5pp |
| Annual return | 20.67% | 21.97%-1.3pp | 82.04%-61.4pp | 26.06%-5.4pp |
| Employer contribution / active EE | $810 | $1,691-52.1% | $2,679-69.8% | $2,596-68.8% |
| Participant deferral / active EE | $2,415 | $3,280-26.4% | $4,758-49.2% | $4,274-43.5% |
| Admin fee / account holder | $6,258 | $5,069+23.4% | $8,905-29.7% | $7,775-19.5% |