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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 | $56,927 | $98,776-42.4% | $149,745-62.0% | $79,856-28.7% |
| Participation rate | 42.7% | 75.8%-33.1pp | 82.5%-39.8pp | 69.6%-27.0pp |
| Annual return | 19.53% | 27.38%-7.8pp | 276.72%-257.2pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,202 | $3,217-62.6% | $4,646-74.1% | $2,471-51.3% |
| Participant deferral / active EE | $2,921 | $5,681-48.6% | $6,843-57.3% | $3,741-21.9% |
| Admin fee / account holder | $597 | $6,053-90.1% | $9,312-93.6% | $5,306-88.7% |