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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 | $46,305 | $78,690-41.2% | $161,489-71.3% | $87,485-47.1% |
| Participation rate | 30.3% | 67.5%-37.2pp | 78.7%-48.4pp | 68.9%-38.6pp |
| Annual return | 14.56% | 32.74%-18.2pp | 89.72%-75.2pp | 26.06%-11.5pp |
| Employer contribution / active EE | $638 | $2,588-75.3% | $4,268-85.0% | $2,596-75.4% |
| Participant deferral / active EE | $2,125 | $3,311-35.8% | $5,630-62.3% | $4,274-50.3% |
| Admin fee / account holder | $2,467 | $6,724-63.3% | $16,006-84.6% | $7,775-68.3% |