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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 | $25,259 | $88,672-71.5% | $105,223-76.0% | $82,448-69.4% |
| Participation rate | 49.2% | 67.9%-18.7pp | 75.0%-25.8pp | 68.1%-18.9pp |
| Annual return | 18.73% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $930 | $3,048-69.5% | $3,689-74.8% | $2,551-63.5% |
| Participant deferral / active EE | $3,031 | $4,036-24.9% | $5,072-40.2% | $4,139-26.8% |
| Admin fee / account holder | $1,863 | $7,146-73.9% | $8,859-79.0% | $7,234-74.2% |