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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 | $49,581 | $95,406-48.0% | $185,849-73.3% | $85,847-42.2% |
| Participation rate | 36.1% | 68.8%-32.7pp | 81.7%-45.6pp | 69.3%-33.2pp |
| Annual return | 27.31% | 23.59%+3.7pp | 122.10%-94.8pp | 318.61%-291.3pp |
| Employer contribution / active EE | $529 | $3,314-84.0% | $5,169-89.8% | $2,565-79.4% |
| Participant deferral / active EE | $2,242 | $3,424-34.5% | $5,569-59.7% | $3,952-43.3% |
| Admin fee / account holder | $356 | $7,214-95.1% | $16,244-97.8% | $6,261-94.3% |