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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 | $49,794 | $95,415-47.8% | $185,851-73.2% | $85,851-42.0% |
| Participation rate | 48.6% | 68.8%-20.2pp | 81.7%-33.1pp | 69.3%-20.7pp |
| Annual return | 12.21% | 23.59%-11.4pp | 122.11%-109.9pp | 318.63%-306.4pp |
| Employer contribution / active EE | $615 | $3,314-81.4% | $5,168-88.1% | $2,565-76.0% |
| Participant deferral / active EE | $2,053 | $3,424-40.0% | $5,569-63.1% | $3,952-48.0% |
| Admin fee / account holder | $1,698 | $7,215-76.5% | $16,245-89.6% | $6,261-72.9% |