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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 | $46,300 | $91,198-49.2% | $178,503-74.1% | $79,856-42.0% |
| Participation rate | 31.3% | 69.2%-37.9pp | 81.9%-50.6pp | 69.6%-38.3pp |
| Annual return | 22.79% | 24.20%-1.4pp | 151.12%-128.3pp | 31.71%-8.9pp |
| Employer contribution / active EE | $798 | $3,257-75.5% | $5,011-84.1% | $2,471-67.7% |
| Participant deferral / active EE | $2,062 | $3,237-36.3% | $5,202-60.4% | $3,741-44.9% |
| Admin fee / account holder | $8,320 | $6,748+23.3% | $13,987-40.5% | $5,306+56.8% |