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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 | $29,699 | $81,262-63.5% | $155,602-80.9% | $80,911-63.3% |
| Participation rate | 46.8% | 66.2%-19.4pp | 78.2%-31.4pp | 67.6%-20.8pp |
| Annual return | 52.49% | 33.34%+19.1pp | 64.81%-12.3pp | 35.63%+16.9pp |
| Employer contribution / active EE | $521 | $3,102-83.2% | $4,675-88.8% | $2,756-81.1% |
| Participant deferral / active EE | $2,384 | $3,451-30.9% | $5,629-57.6% | $4,297-44.5% |
| Admin fee / account holder | $1,318 | $7,992-83.5% | $15,923-91.7% | $6,935-81.0% |