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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 | $56,318 | $70,430-20.0% | $96,572-41.7% | $85,851-34.4% |
| Participation rate | 43.5% | 61.8%-18.3pp | 69.8%-26.3pp | 69.3%-25.8pp |
| Annual return | 11.33% | 18.58%-7.3pp | 37.79%-26.5pp | 318.63%-307.3pp |
| Employer contribution / active EE | $438 | $1,413-69.0% | $2,357-81.4% | $2,565-82.9% |
| Participant deferral / active EE | $1,578 | $2,894-45.5% | $3,850-59.0% | $3,952-60.1% |
| Admin fee / account holder | $322 | $4,996-93.6% | $6,183-94.8% | $6,261-94.9% |