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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 | $38,051 | $52,279-27.2% | $89,414-57.4% | $79,852-52.3% |
| Participation rate | 60.0% | 57.5%+2.5pp | 68.0%-8.0pp | 69.6%-9.6pp |
| Annual return | 16.07% | 22.16%-6.1pp | 245.50%-229.4pp | 31.72%-15.6pp |
| Employer contribution / active EE | $582 | $1,572-63.0% | $2,586-77.5% | $2,471-76.5% |
| Participant deferral / active EE | $3,027 | $2,740+10.5% | $3,890-22.2% | $3,740-19.1% |
| Admin fee / account holder | $1,488 | $3,356-55.7% | $4,883-69.5% | $5,306-72.0% |