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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 | $43,995 | $91,179-51.7% | $178,499-75.4% | $79,852-44.9% |
| Participation rate | 55.8% | 69.2%-13.4pp | 81.9%-26.1pp | 69.6%-13.8pp |
| Annual return | 15.34% | 24.19%-8.9pp | 151.10%-135.8pp | 31.72%-16.4pp |
| Employer contribution / active EE | $650 | $3,256-80.0% | $5,011-87.0% | $2,471-73.7% |
| Participant deferral / active EE | $1,925 | $3,236-40.5% | $5,202-63.0% | $3,740-48.5% |
| Admin fee / account holder | $1,695 | $6,749-74.9% | $13,986-87.9% | $5,306-68.1% |