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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 | $44,621 | $99,053-55.0% | $88,179-49.4% | $138,895-67.9% |
| Participation rate | 23.5% | 74.2%-50.7pp | 69.1%-45.6pp | 79.9%-56.4pp |
| Annual return | 16.52% | 78.17%-61.7pp | 64.97%-48.5pp | 145.39%-128.9pp |
| Employer contribution / active EE | $518 | $2,882-82.0% | $2,549-79.7% | $4,194-87.6% |
| Participant deferral / active EE | $2,118 | $5,225-59.5% | $4,614-54.1% | $6,396-66.9% |
| Admin fee / account holder | $2,059 | $8,748-76.5% | $7,673-73.2% | $12,562-83.6% |