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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 | $49,194 | $61,125-19.5% | $94,057-47.7% | $87,485-43.8% |
| Participation rate | 60.6% | 64.1%-3.5pp | 73.3%-12.7pp | 68.9%-8.3pp |
| Annual return | 17.42% | 35.20%-17.8pp | 480.62%-463.2pp | 26.06%-8.6pp |
| Employer contribution / active EE | $511 | $2,136-76.1% | $2,933-82.6% | $2,596-80.3% |
| Participant deferral / active EE | $1,821 | $3,260-44.1% | $4,709-61.3% | $4,274-57.4% |
| Admin fee / account holder | $2,991 | $5,629-46.9% | $7,244-58.7% | $7,775-61.5% |