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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 | $45,985 | $61,125-24.8% | $94,057-51.1% | $87,485-47.4% |
| Participation rate | 60.0% | 64.1%-4.1pp | 73.3%-13.3pp | 68.9%-8.9pp |
| Annual return | 13.48% | 35.20%-21.7pp | 480.62%-467.1pp | 26.06%-12.6pp |
| Employer contribution / active EE | $751 | $2,136-64.8% | $2,933-74.4% | $2,596-71.1% |
| Participant deferral / active EE | $1,176 | $3,260-63.9% | $4,709-75.0% | $4,274-72.5% |
| Admin fee / account holder | $2,849 | $5,629-49.4% | $7,244-60.7% | $7,775-63.4% |