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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 | $52,753 | $65,041-18.9% | $90,965-42.0% | $79,858-33.9% |
| Participation rate | 44.4% | 61.6%-17.2pp | 69.0%-24.6pp | 69.6%-25.2pp |
| Annual return | 30.55% | 30.45%+0.1pp | 134.57%-104.0pp | 31.72%-1.2pp |
| Employer contribution / active EE | $732 | $1,247-41.3% | $2,122-65.5% | $2,471-70.4% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,415 | $4,536-68.8% | $5,960-76.3% | $5,306-73.3% |