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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 | $47,295 | $77,908-39.3% | $149,696-68.4% | $75,173-37.1% |
| Participation rate | 36.1% | 65.6%-29.5pp | 78.8%-42.7pp | 67.2%-31.1pp |
| Annual return | 23.78% | 31.73%-7.9pp | 134.46%-110.7pp | 160.72%-136.9pp |
| Employer contribution / active EE | $444 | $3,138-85.8% | $4,821-90.8% | $2,671-83.4% |
| Participant deferral / active EE | $1,326 | $3,411-61.1% | $5,682-76.7% | $4,126-67.9% |
| Admin fee / account holder | $1,837 | $5,950-69.1% | $13,212-86.1% | $5,651-67.5% |