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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 | $53,228 | $105,960-49.8% | $81,726-34.9% | $158,982-66.5% |
| Participation rate | 30.8% | 75.6%-44.8pp | 72.0%-41.2pp | 82.0%-51.2pp |
| Annual return | 17.26% | 38.19%-20.9pp | 29.49%-12.2pp | 302.99%-285.7pp |
| Employer contribution / active EE | $883 | $7,805-88.7% | $4,311-79.5% | $4,763-81.5% |
| Participant deferral / active EE | $4,441 | $13,011-65.9% | $7,108-37.5% | $5,983-25.8% |
| Admin fee / account holder | $2,239 | $8,494-73.6% | $5,160-56.6% | $11,252-80.1% |