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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 | $50,872 | $78,690-35.4% | $161,489-68.5% | $87,485-41.9% |
| Participation rate | 40.4% | 67.5%-27.1pp | 78.7%-38.3pp | 68.9%-28.6pp |
| Annual return | 15.11% | 32.74%-17.6pp | 89.72%-74.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $947 | $2,588-63.4% | $4,268-77.8% | $2,596-63.5% |
| Participant deferral / active EE | $2,454 | $3,311-25.9% | $5,630-56.4% | $4,274-42.6% |
| Admin fee / account holder | $2,569 | $6,724-61.8% | $16,006-84.0% | $7,775-67.0% |