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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 | $48,706 | $78,636-38.1% | $105,607-53.9% | $74,459-34.6% |
| Participation rate | 55.6% | 72.8%-17.2pp | 75.3%-19.7pp | 67.2%-11.7pp |
| Annual return | 12.32% | 15.96%-3.6pp | 116.11%-103.8pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $802 | $2,523-68.2% | $3,167-74.7% | $2,626-69.5% |
| Participant deferral / active EE | $2,498 | $4,322-42.2% | $5,011-50.2% | $4,350-42.6% |
| Admin fee / account holder | $2,190 | $2,220-1.4% | $10,958-80.0% | $1,945+12.6% |