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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 | $42,754 | $61,356-30.3% | $149,696-71.4% | $71,511-40.2% |
| Participation rate | 27.6% | 62.5%-34.9pp | 78.8%-51.2pp | 67.9%-40.3pp |
| Annual return | 15.82% | 35.86%-20.0pp | 134.46%-118.6pp | 28.86%-13.0pp |
| Employer contribution / active EE | $403 | $2,382-83.1% | $4,821-91.6% | $2,589-84.4% |
| Participant deferral / active EE | $1,158 | $2,920-60.3% | $5,682-79.6% | $4,291-73.0% |
| Admin fee / account holder | $8,503 | $1,263+573.1% | $13,212-35.6% | $1,588+435.3% |