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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 | $51,528 | $84,236-38.8% | $170,435-69.8% | $70,126-26.5% |
| Participation rate | 42.5% | 70.8%-28.3pp | 83.6%-41.1pp | 69.5%-27.0pp |
| Annual return | 15.77% | 23.06%-7.3pp | 205.94%-190.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $975 | $3,387-71.2% | $5,432-82.0% | $2,343-58.4% |
| Participant deferral / active EE | $1,355 | $3,086-56.1% | $4,939-72.6% | $3,332-59.3% |
| Admin fee / account holder | $3,580 | $5,698-37.2% | $13,881-74.2% | $4,645-22.9% |