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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 | $31,681 | $52,279-39.4% | $89,435-64.6% | $79,856-60.3% |
| Participation rate | 52.0% | 57.5%-5.5pp | 68.0%-16.0pp | 69.6%-17.6pp |
| Annual return | 15.17% | 22.16%-7.0pp | 245.55%-230.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $894 | $1,572-43.1% | $2,587-65.5% | $2,471-63.8% |
| Participant deferral / active EE | $2,463 | $2,740-10.1% | $3,890-36.7% | $3,741-34.2% |
| Admin fee / account holder | $1,929 | $3,356-42.5% | $4,884-60.5% | $5,306-63.6% |