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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 | $27,864 | $77,908-64.2% | $149,696-81.4% | $75,173-62.9% |
| Participation rate | 50.6% | 65.6%-15.0pp | 78.8%-28.2pp | 67.2%-16.6pp |
| Annual return | 19.67% | 31.73%-12.1pp | 134.46%-114.8pp | 160.72%-141.0pp |
| Employer contribution / active EE | $830 | $3,138-73.5% | $4,821-82.8% | $2,671-68.9% |
| Participant deferral / active EE | $2,618 | $3,411-23.2% | $5,682-53.9% | $4,126-36.5% |
| Admin fee / account holder | $1,680 | $5,950-71.8% | $13,212-87.3% | $5,651-70.3% |