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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 | $42,624 | $91,086-53.2% | $203,872-79.1% | $86,983-51.0% |
| Participation rate | 57.7% | 65.8%-8.1pp | 77.8%-20.1pp | 69.5%-11.8pp |
| Annual return | 17.49% | 22.30%-4.8pp | 85.11%-67.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $856 | $2,063-58.5% | $3,757-77.2% | $2,584-66.9% |
| Participant deferral / active EE | $1,999 | $4,019-50.3% | $6,388-68.7% | $4,194-52.3% |
| Admin fee / account holder | $4,469 | $8,987-50.3% | $11,730-61.9% | $7,856-43.1% |