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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 | $50,340 | $91,167-44.8% | $178,498-71.8% | $79,858-37.0% |
| Participation rate | 55.0% | 69.2%-14.2pp | 81.9%-26.9pp | 69.6%-14.6pp |
| Annual return | 12.77% | 24.19%-11.4pp | 151.09%-138.3pp | 31.72%-18.9pp |
| Employer contribution / active EE | $980 | $3,255-69.9% | $5,011-80.4% | $2,471-60.4% |
| Participant deferral / active EE | $1,607 | $3,236-50.3% | $5,202-69.1% | $3,740-57.0% |
| Admin fee / account holder | $3,163 | $6,747-53.1% | $13,985-77.4% | $5,306-40.4% |