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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 | $29,507 | $83,369-64.6% | $105,223-72.0% | $67,986-56.6% |
| Participation rate | 51.2% | 56.3%-5.1pp | 75.0%-23.9pp | 57.2%-6.0pp |
| Annual return | 16.44% | 24.64%-8.2pp | 180.65%-164.2pp | 31.67%-15.2pp |
| Employer contribution / active EE | $895 | $2,541-64.8% | $3,689-75.7% | $2,019-55.7% |
| Participant deferral / active EE | $2,926 | $3,295-11.2% | $5,072-42.3% | $3,358-12.9% |
| Admin fee / account holder | $1,770 | $4,073-56.5% | $8,859-80.0% | $3,203-44.7% |