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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 | $65,844 | $78,690-16.3% | $161,489-59.2% | $87,485-24.7% |
| Participation rate | 39.0% | 67.5%-28.4pp | 78.7%-39.7pp | 68.9%-29.9pp |
| Annual return | 19.50% | 32.74%-13.2pp | 89.72%-70.2pp | 26.06%-6.6pp |
| Employer contribution / active EE | $929 | $2,588-64.1% | $4,268-78.2% | $2,596-64.2% |
| Participant deferral / active EE | $2,343 | $3,311-29.2% | $5,630-58.4% | $4,274-45.2% |
| Admin fee / account holder | $4,503 | $6,724-33.0% | $16,006-71.9% | $7,775-42.1% |