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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 | $78,690-36.2% | $161,489-68.9% | $87,485-42.6% |
| Participation rate | 40.6% | 67.5%-26.8pp | 78.7%-38.1pp | 68.9%-28.3pp |
| Annual return | 18.95% | 32.74%-13.8pp | 89.72%-70.8pp | 26.06%-7.1pp |
| Employer contribution / active EE | $418 | $2,588-83.9% | $4,268-90.2% | $2,596-83.9% |
| Participant deferral / active EE | $3,041 | $3,311-8.2% | $5,630-46.0% | $4,274-28.8% |
| Admin fee / account holder | $512 | $6,724-92.4% | $16,006-96.8% | $7,775-93.4% |