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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 | $52,060 | $88,672-41.3% | $105,223-50.5% | $82,448-36.9% |
| Participation rate | 28.1% | 67.9%-39.8pp | 75.0%-46.9pp | 68.1%-39.9pp |
| Annual return | 26.98% | 30.86%-3.9pp | 180.65%-153.7pp | 41.64%-14.7pp |
| Employer contribution / active EE | $865 | $3,048-71.6% | $3,689-76.6% | $2,551-66.1% |
| Participant deferral / active EE | $2,134 | $4,036-47.1% | $5,072-57.9% | $4,139-48.4% |
| Admin fee / account holder | $4,856 | $7,146-32.0% | $8,859-45.2% | $7,234-32.9% |