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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 | $37,793 | $98,776-61.7% | $149,745-74.8% | $79,856-52.7% |
| Participation rate | 57.4% | 75.8%-18.3pp | 82.5%-25.0pp | 69.6%-12.2pp |
| Annual return | 27.87% | 27.38%+0.5pp | 276.72%-248.9pp | 31.71%-3.8pp |
| Employer contribution / active EE | $881 | $3,217-72.6% | $4,646-81.0% | $2,471-64.4% |
| Participant deferral / active EE | $5,561 | $5,681-2.1% | $6,843-18.7% | $3,741+48.7% |
| Admin fee / account holder | $645 | $6,053-89.3% | $9,312-93.1% | $5,306-87.8% |