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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 | $32,690 | $91,179-64.1% | $178,499-81.7% | $79,852-59.1% |
| Participation rate | 48.6% | 69.2%-20.6pp | 81.9%-33.4pp | 69.6%-21.1pp |
| Annual return | 17.83% | 24.19%-6.4pp | 151.10%-133.3pp | 31.72%-13.9pp |
| Employer contribution / active EE | $462 | $3,256-85.8% | $5,011-90.8% | $2,471-81.3% |
| Participant deferral / active EE | $3,236 | $3,2360% | $5,202-37.8% | $3,740-13.5% |
| Admin fee / account holder | $1,505 | $6,749-77.7% | $13,986-89.2% | $5,306-71.6% |