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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 | $55,930-15.3% | $76,089-37.8% | $80,925-41.5% |
| Participation rate | 25.0% | 62.1%-37.1pp | 69.1%-44.1pp | 67.7%-42.7pp |
| Annual return | 12.92% | 20.58%-7.7pp | 360.94%-348.0pp | 35.65%-22.7pp |
| Employer contribution / active EE | $967 | $1,866-48.2% | $2,690-64.0% | $2,756-64.9% |
| Participant deferral / active EE | $1,650 | $3,051-45.9% | $4,259-61.3% | $4,299-61.6% |
| Admin fee / account holder | $8,798 | $5,241+67.9% | $6,418+37.1% | $6,940+26.8% |