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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 | $54,355 | $86,298-37.0% | $111,308-51.2% | $85,847-36.7% |
| Participation rate | 45.9% | 73.3%-27.5pp | 77.3%-31.4pp | 69.3%-23.4pp |
| Annual return | 14.41% | 19.99%-5.6pp | 54.67%-40.3pp | 318.61%-304.2pp |
| Employer contribution / active EE | $843 | $2,044-58.8% | $2,732-69.1% | $2,565-67.1% |
| Participant deferral / active EE | $2,499 | $3,641-31.4% | $4,487-44.3% | $3,952-36.8% |
| Admin fee / account holder | $934 | $8,189-88.6% | $7,965-88.3% | $6,261-85.1% |