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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 | $31,174 | $98,776-68.4% | $149,745-79.2% | $79,856-61.0% |
| Participation rate | 50.6% | 75.8%-25.2pp | 82.5%-31.9pp | 69.6%-19.0pp |
| Annual return | 15.10% | 27.38%-12.3pp | 276.72%-261.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $605 | $3,217-81.2% | $4,646-87.0% | $2,471-75.5% |
| Participant deferral / active EE | $2,464 | $5,681-56.6% | $6,843-64.0% | $3,741-34.1% |
| Admin fee / account holder | $3,213 | $6,053-46.9% | $9,312-65.5% | $5,306-39.4% |