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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 | $62,757 | $78,707-20.3% | $117,861-46.8% | $70,126-10.5% |
| Participation rate | 46.2% | 73.2%-27.0pp | 79.7%-33.5pp | 69.5%-23.4pp |
| Annual return | 13.29% | 23.30%-10.0pp | 335.11%-321.8pp | 73.15%-59.9pp |
| Employer contribution / active EE | $925 | $2,223-58.4% | $3,786-75.6% | $2,343-60.5% |
| Participant deferral / active EE | $2,495 | $3,297-24.3% | $4,482-44.3% | $3,332-25.1% |
| Admin fee / account holder | $28,577 | $5,066+464.2% | $8,021+256.3% | $4,645+515.2% |