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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 | $53,546 | $95,406-43.9% | $185,849-71.2% | $85,847-37.6% |
| Participation rate | 48.5% | 68.8%-20.3pp | 81.7%-33.2pp | 69.3%-20.8pp |
| Annual return | 23.58% | 23.59%0pp | 122.10%-98.5pp | 318.61%-295.0pp |
| Employer contribution / active EE | $843 | $3,314-74.6% | $5,169-83.7% | $2,565-67.1% |
| Participant deferral / active EE | $2,459 | $3,424-28.2% | $5,569-55.9% | $3,952-37.8% |
| Admin fee / account holder | $701 | $7,214-90.3% | $16,244-95.7% | $6,261-88.8% |