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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 | $54,562 | $43,496+25.4% | $161,489-66.2% | $64,340-15.2% |
| Participation rate | 38.1% | 53.5%-15.4pp | 78.7%-40.6pp | 55.2%-17.2pp |
| Annual return | 12.97% | 20.76%-7.8pp | 89.72%-76.8pp | 24.14%-11.2pp |
| Employer contribution / active EE | $575 | $1,431-59.8% | $4,268-86.5% | $1,862-69.1% |
| Participant deferral / active EE | $2,220 | $1,996+11.2% | $5,630-60.6% | $2,980-25.5% |
| Admin fee / account holder | $14,492 | $2,330+521.9% | $16,006-9.5% | $3,703+291.4% |