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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 | $46,187 | $70,418-34.4% | $96,570-52.2% | $85,847-46.2% |
| Participation rate | 60.4% | 61.8%-1.4pp | 69.8%-9.4pp | 69.3%-8.9pp |
| Annual return | 13.07% | 18.59%-5.5pp | 37.79%-24.7pp | 318.61%-305.5pp |
| Employer contribution / active EE | $276 | $1,413-80.5% | $2,357-88.3% | $2,565-89.3% |
| Participant deferral / active EE | $1,386 | $2,894-52.1% | $3,849-64.0% | $3,952-64.9% |
| Admin fee / account holder | $2,219 | $4,995-55.6% | $6,182-64.1% | $6,261-64.6% |