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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 | $52,588 | $63,861-17.7% | $104,614-49.7% | $79,858-34.1% |
| Participation rate | 36.6% | 64.9%-28.3pp | 74.1%-37.5pp | 69.6%-33.1pp |
| Annual return | 33.51% | 21.30%+12.2pp | 340.56%-307.1pp | 31.72%+1.8pp |
| Employer contribution / active EE | $425 | $1,588-73.2% | $2,681-84.1% | $2,471-82.8% |
| Participant deferral / active EE | $1,391 | $2,693-48.3% | $3,739-62.8% | $3,740-62.8% |
| Admin fee / account holder | $625 | $4,185-85.1% | $6,464-90.3% | $5,306-88.2% |