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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 | $45,831 | $91,179-49.7% | $178,499-74.3% | $79,852-42.6% |
| Participation rate | 56.1% | 69.2%-13.1pp | 81.9%-25.8pp | 69.6%-13.5pp |
| Annual return | 16.39% | 24.19%-7.8pp | 151.10%-134.7pp | 31.72%-15.3pp |
| Employer contribution / active EE | $980 | $3,256-69.9% | $5,011-80.4% | $2,471-60.3% |
| Participant deferral / active EE | $2,708 | $3,236-16.3% | $5,202-47.9% | $3,740-27.6% |
| Admin fee / account holder | $3,857 | $6,749-42.9% | $13,986-72.4% | $5,306-27.3% |