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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 | $58,989 | $91,179-35.3% | $178,499-67.0% | $79,852-26.1% |
| Participation rate | 29.6% | 69.2%-39.6pp | 81.9%-52.3pp | 69.6%-40.0pp |
| Annual return | 30.13% | 24.19%+5.9pp | 151.10%-121.0pp | 31.72%-1.6pp |
| Employer contribution / active EE | $785 | $3,256-75.9% | $5,011-84.3% | $2,471-68.2% |
| Participant deferral / active EE | $1,772 | $3,236-45.2% | $5,202-65.9% | $3,740-52.6% |
| Admin fee / account holder | $798 | $6,749-88.2% | $13,986-94.3% | $5,306-85.0% |