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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 | $50,104 | $78,690-36.3% | $161,489-69.0% | $87,485-42.7% |
| Participation rate | 39.4% | 67.5%-28.1pp | 78.7%-39.3pp | 68.9%-29.6pp |
| Annual return | 14.65% | 32.74%-18.1pp | 89.72%-75.1pp | 26.06%-11.4pp |
| Employer contribution / active EE | $534 | $2,588-79.4% | $4,268-87.5% | $2,596-79.4% |
| Participant deferral / active EE | $2,225 | $3,311-32.8% | $5,630-60.5% | $4,274-47.9% |
| Admin fee / account holder | $3,320 | $6,724-50.6% | $16,006-79.3% | $7,775-57.3% |