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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 | $46,160 | $97,125-52.5% | $86,233-46.5% | $137,256-66.4% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.0%-24.6pp | 80.0%-35.5pp |
| Annual return | 21.35% | 74.19%-52.8pp | 61.39%-40.0pp | 220.34%-199.0pp |
| Employer contribution / active EE | $817 | $2,841-71.3% | $2,504-67.4% | $4,156-80.3% |
| Participant deferral / active EE | $3,559 | $5,180-31.3% | $4,559-21.9% | $6,407-44.5% |
| Admin fee / account holder | $489 | $9,725-95.0% | $8,342-94.1% | $12,270-96.0% |