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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 | $52,528 | $95,383-44.9% | $185,837-71.7% | $85,856-38.8% |
| Participation rate | 52.1% | 68.8%-16.6pp | 81.7%-29.6pp | 69.3%-17.2pp |
| Annual return | 16.80% | 23.59%-6.8pp | 122.08%-105.3pp | 318.58%-301.8pp |
| Employer contribution / active EE | $847 | $3,313-74.4% | $5,168-83.6% | $2,565-67.0% |
| Participant deferral / active EE | $1,852 | $3,423-45.9% | $5,568-66.7% | $3,952-53.1% |
| Admin fee / account holder | $8,612 | $7,213+19.4% | $16,241-47.0% | $6,261+37.6% |