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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 | $46,488 | $83,369-44.2% | $105,223-55.8% | $67,986-31.6% |
| Participation rate | 56.4% | 56.3%+0.1pp | 75.0%-18.6pp | 57.2%-0.8pp |
| Annual return | 17.68% | 24.64%-7.0pp | 180.65%-163.0pp | 31.67%-14.0pp |
| Employer contribution / active EE | $737 | $2,541-71.0% | $3,689-80.0% | $2,019-63.5% |
| Participant deferral / active EE | $1,723 | $3,295-47.7% | $5,072-66.0% | $3,358-48.7% |
| Admin fee / account holder | $622 | $4,073-84.7% | $8,859-93.0% | $3,203-80.6% |