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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 | $47,349 | $55,902-15.3% | $76,030-37.7% | $80,959-41.5% |
| Participation rate | 25.0% | 62.1%-37.1pp | 69.1%-44.1pp | 67.7%-42.7pp |
| Annual return | 12.92% | 20.59%-7.7pp | 361.54%-348.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $967 | $1,867-48.2% | $2,688-64.0% | $2,757-64.9% |
| Participant deferral / active EE | $1,650 | $3,051-45.9% | $4,257-61.2% | $4,300-61.6% |
| Admin fee / account holder | $8,798 | $5,239+67.9% | $6,421+37.0% | $6,925+27.0% |