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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 | $30,320 | $91,179-66.7% | $178,499-83.0% | $79,852-62.0% |
| Participation rate | 48.8% | 69.2%-20.4pp | 81.9%-33.1pp | 69.6%-20.9pp |
| Annual return | 17.86% | 24.19%-6.3pp | 151.10%-133.2pp | 31.72%-13.9pp |
| Employer contribution / active EE | $841 | $3,256-74.2% | $5,011-83.2% | $2,471-66.0% |
| Participant deferral / active EE | $1,243 | $3,236-61.6% | $5,202-76.1% | $3,740-66.8% |
| Admin fee / account holder | $1,187 | $6,749-82.4% | $13,986-91.5% | $5,306-77.6% |