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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 | $48,070 | $51,638-6.9% | $68,368-29.7% | $82,448-41.7% |
| Participation rate | 48.5% | 63.6%-15.1pp | 73.8%-25.3pp | 68.1%-19.6pp |
| Annual return | 15.09% | 37.53%-22.4pp | 292.57%-277.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $293 | $2,047-85.7% | $2,649-88.9% | $2,551-88.5% |
| Participant deferral / active EE | $3,921 | $2,914+34.6% | $4,123-4.9% | $4,139-5.3% |
| Admin fee / account holder | $611 | $4,643-86.8% | $5,150-88.1% | $7,234-91.6% |