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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 | $53,643 | $61,125-12.2% | $94,057-43.0% | $87,485-38.7% |
| Participation rate | 45.1% | 64.1%-19.0pp | 73.3%-28.2pp | 68.9%-23.8pp |
| Annual return | 14.62% | 35.20%-20.6pp | 480.62%-466.0pp | 26.06%-11.4pp |
| Employer contribution / active EE | $772 | $2,136-63.9% | $2,933-73.7% | $2,596-70.3% |
| Participant deferral / active EE | $1,139 | $3,260-65.1% | $4,709-75.8% | $4,274-73.4% |
| Admin fee / account holder | $5,103 | $5,629-9.3% | $7,244-29.6% | $7,775-34.4% |