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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 | $54,236 | $78,425-30.8% | $95,956-43.5% | $79,858-32.1% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 13.41% | 19.37%-6.0pp | 91.63%-78.2pp | 31.72%-18.3pp |
| Employer contribution / active EE | $849 | $1,945-56.4% | $2,541-66.6% | $2,471-65.6% |
| Participant deferral / active EE | $1,640 | $3,440-52.3% | $4,167-60.6% | $3,740-56.2% |
| Admin fee / account holder | $808 | $5,622-85.6% | $6,797-88.1% | $5,306-84.8% |