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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 | $50,819 | $77,908-34.8% | $149,696-66.1% | $75,173-32.4% |
| Participation rate | 59.4% | 65.6%-6.2pp | 78.8%-19.4pp | 67.2%-7.8pp |
| Annual return | 19.35% | 31.73%-12.4pp | 134.46%-115.1pp | 160.72%-141.4pp |
| Employer contribution / active EE | $675 | $3,138-78.5% | $4,821-86.0% | $2,671-74.7% |
| Participant deferral / active EE | $2,695 | $3,411-21.0% | $5,682-52.6% | $4,126-34.7% |
| Admin fee / account holder | $499 | $5,950-91.6% | $13,212-96.2% | $5,651-91.2% |