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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 | $50,199 | $76,407-34.3% | $150,298-66.6% | $82,448-39.1% |
| Participation rate | 40.6% | 66.4%-25.8pp | 77.8%-37.1pp | 68.1%-27.4pp |
| Annual return | 18.95% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $418 | $2,614-84.0% | $4,154-89.9% | $2,551-83.6% |
| Participant deferral / active EE | $3,041 | $3,214-5.4% | $5,453-44.2% | $4,139-26.5% |
| Admin fee / account holder | $512 | $6,352-91.9% | $14,116-96.4% | $7,234-92.9% |