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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 | $49,993 | $114,013-56.2% | $103,693-51.8% | $155,188-67.8% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.1pp | 80.8%-25.2pp |
| Annual return | 21.50% | 49.31%-27.8pp | 47.61%-26.1pp | 148.84%-127.3pp |
| Employer contribution / active EE | $774 | $3,131-75.3% | $2,920-73.5% | $4,248-81.8% |
| Participant deferral / active EE | $3,371 | $4,970-32.2% | $4,579-26.4% | $6,531-48.4% |
| Admin fee / account holder | $675 | $8,407-92.0% | $7,858-91.4% | $14,480-95.3% |