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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 | $56,975 | $61,125-6.8% | $94,057-39.4% | $87,485-34.9% |
| Participation rate | 46.9% | 64.1%-17.2pp | 73.3%-26.5pp | 68.9%-22.1pp |
| Annual return | 14.22% | 35.20%-21.0pp | 480.62%-466.4pp | 26.06%-11.8pp |
| Employer contribution / active EE | $484 | $2,136-77.3% | $2,933-83.5% | $2,596-81.4% |
| Participant deferral / active EE | $2,337 | $3,260-28.3% | $4,709-50.4% | $4,274-45.3% |
| Admin fee / account holder | $2,085 | $5,629-63.0% | $7,244-71.2% | $7,775-73.2% |