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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 | $52,418 | $78,690-33.4% | $161,489-67.5% | $87,485-40.1% |
| Participation rate | 47.8% | 67.5%-19.6pp | 78.7%-30.9pp | 68.9%-21.1pp |
| Annual return | 15.82% | 32.74%-16.9pp | 89.72%-73.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $886 | $2,588-65.8% | $4,268-79.2% | $2,596-65.9% |
| Participant deferral / active EE | $2,830 | $3,311-14.5% | $5,630-49.7% | $4,274-33.8% |
| Admin fee / account holder | $457 | $6,724-93.2% | $16,006-97.1% | $7,775-94.1% |