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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 | $53,447 | $58,828-9.1% | $78,002-31.5% | $62,881-15.0% |
| Participation rate | 30.3% | 71.1%-40.8pp | 75.5%-45.2pp | 69.3%-39.0pp |
| Annual return | 7.77% | 17.16%-9.4pp | 425.99%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $661 | $1,672-60.4% | $2,470-73.2% | $2,281-71.0% |
| Participant deferral / active EE | $1,550 | $2,686-42.3% | $3,497-55.7% | $3,203-51.6% |
| Admin fee / account holder | $2,086 | $4,393-52.5% | $5,481-61.9% | $4,296-51.4% |