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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 | $47,274 | $93,346-49.4% | $71,796-34.2% | $273,972-82.7% |
| Participation rate | 55.0% | 76.5%-21.5pp | 69.1%-14.1pp | 83.0%-28.0pp |
| Annual return | 4.45% | 130.39%-125.9pp | 78.04%-73.6pp | 41.46%-37.0pp |
| Employer contribution / active EE | $296 | $2,733-89.2% | $1,924-84.6% | $4,869-93.9% |
| Participant deferral / active EE | $1,622 | $3,475-53.3% | $2,794-42.0% | $5,287-69.3% |
| Admin fee / account holder | $3,786 | $6,571-42.4% | $4,815-21.4% | $10,133-62.6% |