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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 | $30,368 | $56,060-45.8% | $76,002-60.0% | $80,874-62.5% |
| Participation rate | 50.0% | 62.0%-12.0pp | 69.1%-19.1pp | 67.6%-17.6pp |
| Annual return | 13.03% | 20.54%-7.5pp | 360.07%-347.0pp | 35.62%-22.6pp |
| Employer contribution / active EE | $847 | $1,873-54.8% | $2,688-68.5% | $2,756-69.2% |
| Participant deferral / active EE | $1,544 | $3,051-49.4% | $4,257-63.7% | $4,297-64.1% |
| Admin fee / account holder | $2,025 | $5,237-61.3% | $6,414-68.4% | $6,935-70.8% |