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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 | $50,412 | $78,428-35.7% | $95,960-47.5% | $79,852-36.9% |
| Participation rate | 36.0% | 73.5%-37.5pp | 77.1%-41.1pp | 69.6%-33.6pp |
| Annual return | 22.47% | 19.37%+3.1pp | 91.63%-69.2pp | 31.72%-9.2pp |
| Employer contribution / active EE | $556 | $1,945-71.4% | $2,541-78.1% | $2,471-77.5% |
| Participant deferral / active EE | $1,597 | $3,440-53.6% | $4,167-61.7% | $3,740-57.3% |
| Admin fee / account holder | $5,398 | $5,622-4.0% | $6,797-20.6% | $5,306+1.7% |