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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 | $29,570 | $62,592-52.8% | $85,709-65.5% | $85,847-65.6% |
| Participation rate | 50.6% | 61.1%-10.5pp | 69.9%-19.3pp | 69.3%-18.7pp |
| Annual return | 15.10% | 23.77%-8.7pp | 21.49%-6.4pp | 318.61%-303.5pp |
| Employer contribution / active EE | $901 | $1,755-48.7% | $2,619-65.6% | $2,565-64.9% |
| Participant deferral / active EE | $1,371 | $2,802-51.1% | $3,924-65.1% | $3,952-65.3% |
| Admin fee / account holder | $5,465 | $4,643+17.7% | $6,876-20.5% | $6,261-12.7% |