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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 | $53,969 | $65,084-17.1% | $67,681-20.3% | $64,340-16.1% |
| Participation rate | 45.2% | 66.7%-21.5pp | 73.7%-28.5pp | 55.2%-10.0pp |
| Annual return | 11.51% | 20.50%-9.0pp | 590.58%-579.1pp | 24.14%-12.6pp |
| Employer contribution / active EE | $635 | $2,398-73.5% | $2,678-76.3% | $1,862-65.9% |
| Participant deferral / active EE | $1,510 | $3,210-53.0% | $3,976-62.0% | $2,980-49.3% |
| Admin fee / account holder | $7,309 | $1,415+416.6% | $6,100+19.8% | $3,703+97.4% |