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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 | $50,000 | $49,9760% | $66,674-25.0% | $82,637-39.5% |
| Participation rate | 62.3% | 63.1%-0.8pp | 73.7%-11.3pp | 68.1%-5.7pp |
| Annual return | 18.59% | 39.09%-20.5pp | 321.24%-302.6pp | 53.51%-34.9pp |
| Employer contribution / active EE | $754 | $1,988-62.1% | $2,620-71.2% | $2,552-70.5% |
| Participant deferral / active EE | $1,540 | $2,847-45.9% | $4,084-62.3% | $4,126-62.7% |
| Admin fee / account holder | $2,256 | $4,594-50.9% | $5,098-55.8% | $7,339-69.3% |