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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 | $47,638 | $58,726-18.9% | $92,240-48.4% | $62,293-23.5% |
| Participation rate | 34.9% | 68.3%-33.5pp | 76.5%-41.6pp | 69.5%-34.7pp |
| Annual return | 16.02% | 43.62%-27.6pp | 176.29%-160.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $653 | $2,392-72.7% | $3,680-82.3% | $2,042-68.0% |
| Participant deferral / active EE | $1,323 | $2,766-52.2% | $3,897-66.1% | $3,169-58.3% |
| Admin fee / account holder | $855 | $556+53.6% | $5,194-83.5% | $479+78.3% |