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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 | $42,845 | $91,179-53.0% | $178,499-76.0% | $79,852-46.3% |
| Participation rate | 51.4% | 69.2%-17.8pp | 81.9%-30.5pp | 69.6%-18.2pp |
| Annual return | 16.79% | 24.19%-7.4pp | 151.10%-134.3pp | 31.72%-14.9pp |
| Employer contribution / active EE | $930 | $3,256-71.4% | $5,011-81.4% | $2,471-62.4% |
| Participant deferral / active EE | $2,531 | $3,236-21.8% | $5,202-51.4% | $3,740-32.3% |
| Admin fee / account holder | $761 | $6,749-88.7% | $13,986-94.6% | $5,306-85.7% |