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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 | $51,900 | $93,346-44.4% | $71,796-27.7% | $273,972-81.1% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | 6.48% | 130.39%-123.9pp | 78.04%-71.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $425 | $2,733-84.5% | $1,924-77.9% | $4,869-91.3% |
| Participant deferral / active EE | $1,026 | $3,475-70.5% | $2,794-63.3% | $5,287-80.6% |
| Admin fee / account holder | $1,764 | $6,571-73.1% | $4,815-63.4% | $10,133-82.6% |