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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 | $74,615 | $91,198-18.2% | $178,503-58.2% | $79,856-6.6% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 13.29% | 24.20%-10.9pp | 151.12%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $439 | $3,257-86.5% | $5,011-91.2% | $2,471-82.2% |
| Participant deferral / active EE | $1,756 | $3,237-45.7% | $5,202-66.2% | $3,741-53.0% |
| Admin fee / account holder | $768 | $6,748-88.6% | $13,987-94.5% | $5,306-85.5% |