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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 | $58,657 | $97,125-39.6% | $86,233-32.0% | $137,256-57.3% |
| Participation rate | 52.6% | 74.2%-21.6pp | 69.0%-16.4pp | 80.0%-27.3pp |
| Annual return | 15.92% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $726 | $2,841-74.4% | $2,504-71.0% | $4,156-82.5% |
| Participant deferral / active EE | $877 | $5,180-83.1% | $4,559-80.8% | $6,407-86.3% |
| Admin fee / account holder | $375 | $9,725-96.1% | $8,342-95.5% | $12,270-96.9% |