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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 | $51,321 | $88,672-42.1% | $105,223-51.2% | $82,448-37.8% |
| Participation rate | 46.7% | 67.9%-21.3pp | 75.0%-28.4pp | 68.1%-21.4pp |
| Annual return | 13.51% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $816 | $3,048-73.2% | $3,689-77.9% | $2,551-68.0% |
| Participant deferral / active EE | $1,746 | $4,036-56.7% | $5,072-65.6% | $4,139-57.8% |
| Admin fee / account holder | $2,891 | $7,146-59.5% | $8,859-67.4% | $7,234-60.0% |