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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 | $47,915 | $51,638-7.2% | $68,368-29.9% | $82,448-41.9% |
| Participation rate | 10.9% | 63.6%-52.7pp | 73.8%-62.8pp | 68.1%-57.1pp |
| Annual return | 18.80% | 37.53%-18.7pp | 292.57%-273.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $401 | $2,047-80.4% | $2,649-84.9% | $2,551-84.3% |
| Participant deferral / active EE | $862 | $2,914-70.4% | $4,123-79.1% | $4,139-79.2% |
| Admin fee / account holder | $833 | $4,643-82.1% | $5,150-83.8% | $7,234-88.5% |