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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 | $62,507 | $88,672-29.5% | $105,223-40.6% | $82,448-24.2% |
| Participation rate | 40.0% | 67.9%-27.9pp | 75.0%-35.0pp | 68.1%-28.1pp |
| Annual return | 14.28% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $978 | $3,048-67.9% | $3,689-73.5% | $2,551-61.7% |
| Participant deferral / active EE | $2,097 | $4,036-48.0% | $5,072-58.7% | $4,139-49.3% |
| Admin fee / account holder | $4,241 | $7,146-40.7% | $8,859-52.1% | $7,234-41.4% |