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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 | $49,931 | $96,508-48.3% | $75,901-34.2% | $152,897-67.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.5%-32.5pp |
| Annual return | 20.89% | 33.99%-13.1pp | 30.76%-9.9pp | 345.43%-324.5pp |
| Employer contribution / active EE | $905 | $3,310-72.7% | $2,501-63.8% | $4,764-81.0% |
| Participant deferral / active EE | $3,013 | $4,554-33.8% | $3,603-16.4% | $5,851-48.5% |
| Admin fee / account holder | $3,058 | $8,081-62.2% | $5,420-43.6% | $11,599-73.6% |