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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 | $65,977 | $105,284-37.3% | $150,734-56.2% | $94,015-29.8% |
| Participation rate | 33.3% | 71.7%-38.4pp | 78.4%-45.1pp | 70.8%-37.5pp |
| Annual return | 12.91% | 15.67%-2.8pp | 600.81%-587.9pp | 17.84%-4.9pp |
| Employer contribution / active EE | $959 | $3,599-73.3% | $4,918-80.5% | $2,790-65.6% |
| Participant deferral / active EE | $2,211 | $4,274-48.3% | $5,610-60.6% | $4,249-48.0% |
| Admin fee / account holder | $1,487 | $9,839-84.9% | $14,905-90.0% | $8,951-83.4% |