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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 | $48,471 | $91,167-46.8% | $178,498-72.8% | $79,858-39.3% |
| Participation rate | 35.5% | 69.2%-33.7pp | 81.9%-46.4pp | 69.6%-34.2pp |
| Annual return | 12.88% | 24.19%-11.3pp | 151.09%-138.2pp | 31.72%-18.8pp |
| Employer contribution / active EE | $797 | $3,255-75.5% | $5,011-84.1% | $2,471-67.8% |
| Participant deferral / active EE | $2,139 | $3,236-33.9% | $5,202-58.9% | $3,740-42.8% |
| Admin fee / account holder | $1,081 | $6,747-84.0% | $13,985-92.3% | $5,306-79.6% |