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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 | $47,776 | $58,895-18.9% | $178,503-73.2% | $73,497-35.0% |
| Participation rate | 51.4% | 66.2%-14.8pp | 81.9%-30.5pp | 70.7%-19.3pp |
| Annual return | 19.47% | 24.86%-5.4pp | 151.12%-131.6pp | 28.51%-9.0pp |
| Employer contribution / active EE | $770 | $2,236-65.6% | $5,011-84.6% | $2,270-66.1% |
| Participant deferral / active EE | $1,651 | $2,567-35.7% | $5,202-68.3% | $3,740-55.9% |
| Admin fee / account holder | $540 | $400+35.0% | $13,987-96.1% | $513+5.3% |