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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 | $51,048 | $61,125-16.5% | $94,057-45.7% | $87,485-41.6% |
| Participation rate | 25.9% | 64.1%-38.1pp | 73.3%-47.4pp | 68.9%-43.0pp |
| Annual return | 15.10% | 35.20%-20.1pp | 480.62%-465.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $697 | $2,136-67.4% | $2,933-76.2% | $2,596-73.2% |
| Participant deferral / active EE | $1,507 | $3,260-53.8% | $4,709-68.0% | $4,274-64.7% |
| Admin fee / account holder | $4,096 | $5,629-27.2% | $7,244-43.5% | $7,775-47.3% |