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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 | $46,742 | $53,128-12.0% | $86,582-46.0% | $70,126-33.3% |
| Participation rate | 55.1% | 65.3%-10.2pp | 73.5%-18.5pp | 69.5%-14.5pp |
| Annual return | 12.97% | 27.66%-14.7pp | 965.08%-952.1pp | 73.15%-60.2pp |
| Employer contribution / active EE | $718 | $2,068-65.3% | $2,839-74.7% | $2,343-69.4% |
| Participant deferral / active EE | $2,441 | $2,695-9.4% | $3,609-32.4% | $3,332-26.7% |
| Admin fee / account holder | $833 | $3,584-76.8% | $4,904-83.0% | $4,645-82.1% |