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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 | $56,474 | $91,198-38.1% | $178,503-68.4% | $79,856-29.3% |
| Participation rate | 49.0% | 69.2%-20.3pp | 81.9%-33.0pp | 69.6%-20.7pp |
| Annual return | 14.77% | 24.20%-9.4pp | 151.12%-136.4pp | 31.71%-16.9pp |
| Employer contribution / active EE | $402 | $3,257-87.7% | $5,011-92.0% | $2,471-83.7% |
| Participant deferral / active EE | $1,596 | $3,237-50.7% | $5,202-69.3% | $3,741-57.3% |
| Admin fee / account holder | $1,946 | $6,748-71.2% | $13,987-86.1% | $5,306-63.3% |