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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 | $49,941 | $51,638-3.3% | $68,368-27.0% | $82,448-39.4% |
| Participation rate | 34.1% | 63.6%-29.5pp | 73.8%-39.7pp | 68.1%-34.0pp |
| Annual return | 17.04% | 37.53%-20.5pp | 292.57%-275.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $517 | $2,047-74.8% | $2,649-80.5% | $2,551-79.7% |
| Participant deferral / active EE | $2,303 | $2,914-20.9% | $4,123-44.1% | $4,139-44.4% |
| Admin fee / account holder | $901 | $4,643-80.6% | $5,150-82.5% | $7,234-87.5% |