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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 | $64,200 | $78,690-18.4% | $161,489-60.2% | $87,485-26.6% |
| Participation rate | 38.9% | 67.5%-28.6pp | 78.7%-39.8pp | 68.9%-30.0pp |
| Annual return | 13.46% | 32.74%-19.3pp | 89.72%-76.3pp | 26.06%-12.6pp |
| Employer contribution / active EE | $827 | $2,588-68.0% | $4,268-80.6% | $2,596-68.1% |
| Participant deferral / active EE | $2,685 | $3,311-18.9% | $5,630-52.3% | $4,274-37.2% |
| Admin fee / account holder | $16,484 | $6,724+145.2% | $16,006+3.0% | $7,775+112.0% |