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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 | $50,869 | $88,672-42.6% | $105,223-51.7% | $82,448-38.3% |
| Participation rate | 22.9% | 67.9%-45.1pp | 75.0%-52.2pp | 68.1%-45.2pp |
| Annual return | 16.53% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $893 | $3,048-70.7% | $3,689-75.8% | $2,551-65.0% |
| Participant deferral / active EE | $2,320 | $4,036-42.5% | $5,072-54.3% | $4,139-44.0% |
| Admin fee / account holder | $2,317 | $7,146-67.6% | $8,859-73.8% | $7,234-68.0% |