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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 | $58,512 | $58,726-0.4% | $92,240-36.6% | $62,293-6.1% |
| Participation rate | 34.9% | 68.3%-33.4pp | 76.5%-41.6pp | 69.5%-34.6pp |
| Annual return | 17.57% | 43.62%-26.0pp | 176.29%-158.7pp | 28.90%-11.3pp |
| Employer contribution / active EE | $980 | $2,392-59.0% | $3,680-73.4% | $2,042-52.0% |
| Participant deferral / active EE | $1,604 | $2,766-42.0% | $3,897-58.8% | $3,169-49.4% |
| Admin fee / account holder | $3,491 | $556+527.3% | $5,194-32.8% | $479+628.2% |