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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 | $48,286 | $63,433-23.9% | $63,803-24.3% | $64,097-24.7% |
| Participation rate | 26.0% | 65.0%-39.1pp | 72.7%-46.7pp | 55.2%-29.2pp |
| Annual return | 15.97% | 20.74%-4.8pp | 543.72%-527.7pp | 34.64%-18.7pp |
| Employer contribution / active EE | $596 | $2,332-74.5% | $2,532-76.5% | $1,891-68.5% |
| Participant deferral / active EE | $1,251 | $3,119-59.9% | $3,843-67.4% | $3,080-59.4% |
| Admin fee / account holder | $1,504 | $1,489+1.0% | $5,196-71.0% | $3,454-56.4% |