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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 | $43,366 | $91,167-52.4% | $178,498-75.7% | $79,858-45.7% |
| Participation rate | 29.7% | 69.2%-39.5pp | 81.9%-52.2pp | 69.6%-39.9pp |
| Annual return | 14.68% | 24.19%-9.5pp | 151.09%-136.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $556 | $3,255-82.9% | $5,011-88.9% | $2,471-77.5% |
| Participant deferral / active EE | $1,956 | $3,236-39.5% | $5,202-62.4% | $3,740-47.7% |
| Admin fee / account holder | $3,698 | $6,747-45.2% | $13,985-73.6% | $5,306-30.3% |