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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 | $46,458 | $72,071-35.5% | $68,368-32.0% | $137,256-66.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 13.65% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $530 | $2,788-81.0% | $2,649-80.0% | $4,156-87.3% |
| Participant deferral / active EE | $1,879 | $4,410-57.4% | $4,123-54.4% | $6,407-70.7% |
| Admin fee / account holder | $1,842 | $5,336-65.5% | $5,150-64.2% | $12,270-85.0% |