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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 | $50,609 | $58,275-13.2% | $81,844-38.2% | $80,935-37.5% |
| Participation rate | 26.5% | 63.5%-37.0pp | 72.4%-45.9pp | 67.7%-41.2pp |
| Annual return | 13.78% | 41.82%-28.0pp | 778.87%-765.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $457 | $2,346-80.5% | $2,916-84.3% | $2,757-83.4% |
| Participant deferral / active EE | $2,241 | $3,285-31.8% | $4,323-48.2% | $4,299-47.9% |
| Admin fee / account holder | $607 | $4,749-87.2% | $7,355-91.8% | $6,924-91.2% |