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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 | $57,583 | $116,190-50.4% | $93,614-38.5% | $152,885-62.3% |
| Participation rate | 43.8% | 78.0%-34.3pp | 75.8%-32.1pp | 82.5%-38.7pp |
| Annual return | 23.58% | 35.96%-12.4pp | 32.76%-9.2pp | 345.39%-321.8pp |
| Employer contribution / active EE | $1,076 | $3,219-66.6% | $2,718-60.4% | $4,763-77.4% |
| Participant deferral / active EE | $1,964 | $4,604-57.3% | $4,069-51.7% | $5,851-66.4% |
| Admin fee / account holder | $611 | $10,749-94.3% | $7,889-92.3% | $11,598-94.7% |