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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 | $34,573 | $49,896-30.7% | $80,627-57.1% | $75,173-54.0% |
| Participation rate | 51.1% | 55.3%-4.2pp | 67.0%-15.9pp | 67.2%-16.1pp |
| Annual return | 18.99% | 34.67%-15.7pp | 936.76%-917.8pp | 160.72%-141.7pp |
| Employer contribution / active EE | $985 | $1,699-42.0% | $2,723-63.8% | $2,671-63.1% |
| Participant deferral / active EE | $1,591 | $2,992-46.8% | $4,443-64.2% | $4,126-61.5% |
| Admin fee / account holder | $664 | $3,578-81.5% | $5,381-87.7% | $5,651-88.3% |