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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 | $56,124 | $78,690-28.7% | $161,489-65.2% | $87,485-35.8% |
| Participation rate | 46.7% | 67.5%-20.8pp | 78.7%-32.0pp | 68.9%-22.3pp |
| Annual return | 14.94% | 32.74%-17.8pp | 89.72%-74.8pp | 26.06%-11.1pp |
| Employer contribution / active EE | $932 | $2,588-64.0% | $4,268-78.2% | $2,596-64.1% |
| Participant deferral / active EE | $1,970 | $3,311-40.5% | $5,630-65.0% | $4,274-53.9% |
| Admin fee / account holder | $3,335 | $6,724-50.4% | $16,006-79.2% | $7,775-57.1% |