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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 | $48,001 | $78,705-39.0% | $117,860-59.3% | $70,124-31.5% |
| Participation rate | 35.4% | 73.2%-37.8pp | 79.7%-44.2pp | 69.5%-34.1pp |
| Annual return | 13.73% | 23.30%-9.6pp | 335.10%-321.4pp | 73.14%-59.4pp |
| Employer contribution / active EE | $654 | $2,223-70.6% | $3,786-82.7% | $2,342-72.1% |
| Participant deferral / active EE | $1,596 | $3,297-51.6% | $4,482-64.4% | $3,332-52.1% |
| Admin fee / account holder | $850 | $5,065-83.2% | $8,021-89.4% | $4,645-81.7% |