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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 | $58,439 | $77,569-24.7% | $115,599-49.4% | $64,097-8.8% |
| Participation rate | 31.0% | 60.7%-29.7pp | 74.3%-43.3pp | 55.2%-24.2pp |
| Annual return | 15.88% | 18.52%-2.6pp | 111.10%-95.2pp | 34.64%-18.8pp |
| Employer contribution / active EE | $876 | $1,915-54.2% | $2,955-70.3% | $1,891-53.7% |
| Participant deferral / active EE | $1,723 | $3,327-48.2% | $4,889-64.8% | $3,080-44.0% |
| Admin fee / account holder | $7,075 | $4,470+58.3% | $12,841-44.9% | $3,454+104.8% |