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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 | $54,281 | $97,125-44.1% | $86,233-37.1% | $137,256-60.5% |
| Participation rate | 42.1% | 74.2%-32.1pp | 69.0%-26.9pp | 80.0%-37.9pp |
| Annual return | 16.39% | 74.19%-57.8pp | 61.39%-45.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $621 | $2,841-78.1% | $2,504-75.2% | $4,156-85.0% |
| Participant deferral / active EE | $1,541 | $5,180-70.2% | $4,559-66.2% | $6,407-75.9% |
| Admin fee / account holder | $623 | $9,725-93.6% | $8,342-92.5% | $12,270-94.9% |