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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 | $51,254 | $91,167-43.8% | $178,498-71.3% | $79,858-35.8% |
| Participation rate | 50.9% | 69.2%-18.3pp | 81.9%-31.1pp | 69.6%-18.8pp |
| Annual return | 18.69% | 24.19%-5.5pp | 151.09%-132.4pp | 31.72%-13.0pp |
| Employer contribution / active EE | $928 | $3,255-71.5% | $5,011-81.5% | $2,471-62.4% |
| Participant deferral / active EE | $1,549 | $3,236-52.1% | $5,202-70.2% | $3,740-58.6% |
| Admin fee / account holder | $3,707 | $6,747-45.1% | $13,985-73.5% | $5,306-30.1% |