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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 | $63,180 | $78,690-19.7% | $161,489-60.9% | $87,485-27.8% |
| Participation rate | 56.7% | 67.5%-10.8pp | 78.7%-22.0pp | 68.9%-12.3pp |
| Annual return | 16.31% | 32.74%-16.4pp | 89.72%-73.4pp | 26.06%-9.7pp |
| Employer contribution / active EE | $738 | $2,588-71.5% | $4,268-82.7% | $2,596-71.6% |
| Participant deferral / active EE | $2,994 | $3,311-9.6% | $5,630-46.8% | $4,274-29.9% |
| Admin fee / account holder | $2,833 | $6,724-57.9% | $16,006-82.3% | $7,775-63.6% |