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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 | $53,847 | $63,861-15.7% | $104,639-48.5% | $79,856-32.6% |
| Participation rate | 26.9% | 64.9%-38.0pp | 74.1%-47.2pp | 69.6%-42.7pp |
| Annual return | 15.17% | 21.30%-6.1pp | 340.67%-325.5pp | 31.71%-16.5pp |
| Employer contribution / active EE | $694 | $1,588-56.3% | $2,682-74.1% | $2,471-71.9% |
| Participant deferral / active EE | $2,052 | $2,693-23.8% | $3,738-45.1% | $3,741-45.2% |
| Admin fee / account holder | $381 | $4,185-90.9% | $6,465-94.1% | $5,306-92.8% |