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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 | $48,361 | $97,125-50.2% | $86,233-43.9% | $137,256-64.8% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.0%-40.4pp | 80.0%-51.4pp |
| Annual return | 28.87% | 74.19%-45.3pp | 61.39%-32.5pp | 220.34%-191.5pp |
| Employer contribution / active EE | $773 | $2,841-72.8% | $2,504-69.1% | $4,156-81.4% |
| Participant deferral / active EE | $975 | $5,180-81.2% | $4,559-78.6% | $6,407-84.8% |
| Admin fee / account holder | $4,301 | $9,725-55.8% | $8,342-48.4% | $12,270-64.9% |