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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 | $36,630 | $91,198-59.8% | $178,503-79.5% | $79,856-54.1% |
| Participation rate | 52.9% | 69.2%-16.3pp | 81.9%-29.0pp | 69.6%-16.7pp |
| Annual return | 18.28% | 24.20%-5.9pp | 151.12%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $897 | $3,257-72.5% | $5,011-82.1% | $2,471-63.7% |
| Participant deferral / active EE | $1,880 | $3,237-41.9% | $5,202-63.9% | $3,741-49.7% |
| Admin fee / account holder | $4,673 | $6,748-30.8% | $13,987-66.6% | $5,306-11.9% |