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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 | $39,398 | $77,908-49.4% | $149,696-73.7% | $75,173-47.6% |
| Participation rate | 69.4% | 65.6%+3.8pp | 78.8%-9.4pp | 67.2%+2.2pp |
| Annual return | 16.33% | 31.73%-15.4pp | 134.46%-118.1pp | 160.72%-144.4pp |
| Employer contribution / active EE | $536 | $3,138-82.9% | $4,821-88.9% | $2,671-79.9% |
| Participant deferral / active EE | $2,732 | $3,411-19.9% | $5,682-51.9% | $4,126-33.8% |
| Admin fee / account holder | $1,045 | $5,950-82.4% | $13,212-92.1% | $5,651-81.5% |