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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 | $43,788 | $62,592-30.0% | $85,709-48.9% | $85,847-49.0% |
| Participation rate | 52.9% | 61.1%-8.2pp | 69.9%-16.9pp | 69.3%-16.4pp |
| Annual return | 15.68% | 23.77%-8.1pp | 21.49%-5.8pp | 318.61%-302.9pp |
| Employer contribution / active EE | $603 | $1,755-65.7% | $2,619-77.0% | $2,565-76.5% |
| Participant deferral / active EE | $1,280 | $2,802-54.3% | $3,924-67.4% | $3,952-67.6% |
| Admin fee / account holder | $2,168 | $4,643-53.3% | $6,876-68.5% | $6,261-65.4% |