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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 | $53,752 | $61,338-12.4% | $149,717-64.1% | $71,495-24.8% |
| Participation rate | 25.0% | 62.5%-37.5pp | 78.8%-53.8pp | 67.9%-42.9pp |
| Annual return | 13.89% | 35.86%-22.0pp | 134.41%-120.5pp | 28.85%-15.0pp |
| Employer contribution / active EE | $837 | $2,381-64.9% | $4,820-82.6% | $2,589-67.7% |
| Participant deferral / active EE | $1,821 | $2,919-37.6% | $5,682-68.0% | $4,291-57.6% |
| Admin fee / account holder | $1,453 | $1,263+15.1% | $13,213-89.0% | $1,588-8.5% |