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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 | $54,981 | $95,406-42.4% | $185,849-70.4% | $85,847-36.0% |
| Participation rate | 47.9% | 68.8%-20.8pp | 81.7%-33.8pp | 69.3%-21.4pp |
| Annual return | 12.05% | 23.59%-11.5pp | 122.10%-110.0pp | 318.61%-306.6pp |
| Employer contribution / active EE | $387 | $3,314-88.3% | $5,169-92.5% | $2,565-84.9% |
| Participant deferral / active EE | $1,050 | $3,424-69.3% | $5,569-81.1% | $3,952-73.4% |
| Admin fee / account holder | $1,822 | $7,214-74.8% | $16,244-88.8% | $6,261-70.9% |