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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 | $47,936 | $78,690-39.1% | $161,489-70.3% | $87,485-45.2% |
| Participation rate | 55.8% | 67.5%-11.7pp | 78.7%-22.9pp | 68.9%-13.1pp |
| Annual return | 13.52% | 32.74%-19.2pp | 89.72%-76.2pp | 26.06%-12.5pp |
| Employer contribution / active EE | $846 | $2,588-67.3% | $4,268-80.2% | $2,596-67.4% |
| Participant deferral / active EE | $1,280 | $3,311-61.3% | $5,630-77.3% | $4,274-70.0% |
| Admin fee / account holder | $3,990 | $6,724-40.7% | $16,006-75.1% | $7,775-48.7% |