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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 | $51,279 | $78,690-34.8% | $161,489-68.2% | $87,485-41.4% |
| Participation rate | 22.2% | 67.5%-45.2pp | 78.7%-56.5pp | 68.9%-46.7pp |
| Annual return | 14.50% | 32.74%-18.2pp | 89.72%-75.2pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,008 | $2,588-61.1% | $4,268-76.4% | $2,596-61.2% |
| Participant deferral / active EE | $1,102 | $3,311-66.7% | $5,630-80.4% | $4,274-74.2% |
| Admin fee / account holder | $2,930 | $6,724-56.4% | $16,006-81.7% | $7,775-62.3% |