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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 | $47,311 | $51,638-8.4% | $68,368-30.8% | $82,448-42.6% |
| Participation rate | 9.1% | 63.6%-54.5pp | 73.8%-64.7pp | 68.1%-59.0pp |
| Annual return | 18.86% | 37.53%-18.7pp | 292.57%-273.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $377 | $2,047-81.6% | $2,649-85.8% | $2,551-85.2% |
| Participant deferral / active EE | $661 | $2,914-77.3% | $4,123-84.0% | $4,139-84.0% |
| Admin fee / account holder | $651 | $4,643-86.0% | $5,150-87.4% | $7,234-91.0% |