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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 | $57,653 | $89,364-35.5% | $141,177-59.2% | $72,983-21.0% |
| Participation rate | 42.9% | 75.1%-32.3pp | 82.5%-39.6pp | 69.5%-26.6pp |
| Annual return | 24.82% | 111.86%-87.0pp | 71.40%-46.6pp | 81.01%-56.2pp |
| Employer contribution / active EE | $1,204 | $3,115-61.3% | $4,736-74.6% | $2,440-50.7% |
| Participant deferral / active EE | $2,824 | $5,419-47.9% | $6,710-57.9% | $3,608-21.7% |
| Admin fee / account holder | $348 | $5,959-94.2% | $10,263-96.6% | $5,124-93.2% |