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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 | $55,149 | $65,395-15.7% | $182,558-69.8% | $72,976-24.4% |
| Participation rate | 57.7% | 65.4%-7.8pp | 78.0%-20.3pp | 69.5%-11.8pp |
| Annual return | 22.08% | 27.68%-5.6pp | 148.59%-126.5pp | 81.02%-58.9pp |
| Employer contribution / active EE | $545 | $1,911-71.5% | $4,076-86.6% | $2,440-77.7% |
| Participant deferral / active EE | $2,457 | $3,563-31.0% | $5,526-55.5% | $3,608-31.9% |
| Admin fee / account holder | $6,563 | $4,245+54.6% | $8,594-23.6% | $5,124+28.1% |