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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 | $37,589 | $49,177-23.6% | $79,466-52.7% | $64,173-41.4% |
| Participation rate | 41.2% | 65.0%-23.9pp | 73.3%-32.2pp | 69.6%-28.4pp |
| Annual return | 5.24% | -1.16%+6.4pp | 718.28%-713.0pp | 7.63%-2.4pp |
| Employer contribution / active EE | $552 | $2,076-73.4% | $2,800-80.3% | $2,381-76.8% |
| Participant deferral / active EE | $1,548 | $2,821-45.1% | $3,704-58.2% | $3,470-55.4% |
| Admin fee / account holder | $5,903 | $3,839+53.8% | $5,104+15.7% | $4,887+20.8% |