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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 | $47,189 | $78,690-40.0% | $161,489-70.8% | $87,485-46.1% |
| Participation rate | 24.6% | 67.5%-42.8pp | 78.7%-54.1pp | 68.9%-44.3pp |
| Annual return | 15.36% | 32.74%-17.4pp | 89.72%-74.4pp | 26.06%-10.7pp |
| Employer contribution / active EE | $404 | $2,588-84.4% | $4,268-90.5% | $2,596-84.4% |
| Participant deferral / active EE | $995 | $3,311-69.9% | $5,630-82.3% | $4,274-76.7% |
| Admin fee / account holder | $1,714 | $6,724-74.5% | $16,006-89.3% | $7,775-77.9% |