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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 | $45,950 | $84,236-45.5% | $170,435-73.0% | $70,126-34.5% |
| Participation rate | 52.4% | 70.8%-18.4pp | 83.6%-31.2pp | 69.5%-17.2pp |
| Annual return | 15.58% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $932 | $3,387-72.5% | $5,432-82.8% | $2,343-60.2% |
| Participant deferral / active EE | $1,641 | $3,086-46.8% | $4,939-66.8% | $3,332-50.8% |
| Admin fee / account holder | $709 | $5,698-87.6% | $13,881-94.9% | $4,645-84.7% |