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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 | $58,944 | $91,198-35.4% | $178,503-67.0% | $79,856-26.2% |
| Participation rate | 33.3% | 69.2%-35.9pp | 81.9%-48.6pp | 69.6%-36.3pp |
| Annual return | 25.62% | 24.20%+1.4pp | 151.12%-125.5pp | 31.71%-6.1pp |
| Employer contribution / active EE | $560 | $3,257-82.8% | $5,011-88.8% | $2,471-77.3% |
| Participant deferral / active EE | $1,861 | $3,237-42.5% | $5,202-64.2% | $3,741-50.3% |
| Admin fee / account holder | $2,152 | $6,748-68.1% | $13,987-84.6% | $5,306-59.4% |