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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 | $43,373 | $65,034-33.3% | $90,970-52.3% | $79,856-45.7% |
| Participation rate | 16.7% | 61.6%-44.9pp | 69.0%-52.3pp | 69.6%-53.0pp |
| Annual return | 12.06% | 30.45%-18.4pp | 134.60%-122.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $349 | $1,247-72.0% | $2,122-83.5% | $2,471-85.9% |
| Participant deferral / active EE | $1,225 | $2,512-51.2% | $3,373-63.7% | $3,741-67.2% |
| Admin fee / account holder | $1,185 | $4,536-73.9% | $5,961-80.1% | $5,306-77.7% |