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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 | $52,832 | $95,406-44.6% | $185,849-71.6% | $85,847-38.5% |
| Participation rate | 48.0% | 68.8%-20.8pp | 81.7%-33.7pp | 69.3%-21.3pp |
| Annual return | 12.80% | 23.59%-10.8pp | 122.10%-109.3pp | 318.61%-305.8pp |
| Employer contribution / active EE | $646 | $3,314-80.5% | $5,169-87.5% | $2,565-74.8% |
| Participant deferral / active EE | $1,975 | $3,424-42.3% | $5,569-64.5% | $3,952-50.0% |
| Admin fee / account holder | $12,735 | $7,214+76.5% | $16,244-21.6% | $6,261+103.4% |