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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 | $51,033 | $53,128-3.9% | $86,581-41.1% | $70,124-27.2% |
| Participation rate | 53.6% | 65.3%-11.7pp | 73.5%-19.9pp | 69.5%-15.9pp |
| Annual return | 19.24% | 27.66%-8.4pp | 965.06%-945.8pp | 73.14%-53.9pp |
| Employer contribution / active EE | $323 | $2,068-84.4% | $2,840-88.6% | $2,342-86.2% |
| Participant deferral / active EE | $1,298 | $2,695-51.8% | $3,609-64.0% | $3,332-61.0% |
| Admin fee / account holder | $1,599 | $3,584-55.4% | $4,904-67.4% | $4,645-65.6% |