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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 | $47,864 | $57,119-16.2% | $85,187-43.8% | $80,935-40.9% |
| Participation rate | 16.7% | 56.4%-39.7pp | 67.5%-50.9pp | 67.7%-51.0pp |
| Annual return | 101.14% | 21.70%+79.4pp | 66.67%+34.5pp | 35.66%+65.5pp |
| Employer contribution / active EE | $583 | $1,802-67.6% | $2,732-78.7% | $2,757-78.9% |
| Participant deferral / active EE | $1,507 | $3,115-51.6% | $4,525-66.7% | $4,299-65.0% |
| Admin fee / account holder | $440 | $4,990-91.2% | $6,162-92.9% | $6,924-93.6% |