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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 | $48,792 | $81,664-40.3% | $70,476-30.8% | $158,966-69.3% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 13.62% | 208.59%-195.0pp | 109.12%-95.5pp | 302.95%-289.3pp |
| Employer contribution / active EE | $605 | $3,219-81.2% | $2,738-77.9% | $4,762-87.3% |
| Participant deferral / active EE | $2,612 | $4,556-42.7% | $3,710-29.6% | $5,983-56.3% |
| Admin fee / account holder | $5,549 | $6,197-10.5% | $3,847+44.2% | $11,250-50.7% |