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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 | $42,103 | $78,690-46.5% | $161,489-73.9% | $87,485-51.9% |
| Participation rate | 48.9% | 67.5%-18.6pp | 78.7%-29.8pp | 68.9%-20.0pp |
| Annual return | 18.61% | 32.74%-14.1pp | 89.72%-71.1pp | 26.06%-7.4pp |
| Employer contribution / active EE | $650 | $2,588-74.9% | $4,268-84.8% | $2,596-75.0% |
| Participant deferral / active EE | $3,498 | $3,311+5.7% | $5,630-37.9% | $4,274-18.1% |
| Admin fee / account holder | $817 | $6,724-87.9% | $16,006-94.9% | $7,775-89.5% |