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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 | $52,060 | $93,345-44.2% | $119,126-56.3% | $87,485-40.5% |
| Participation rate | 28.1% | 68.7%-40.6pp | 75.8%-47.6pp | 68.9%-40.8pp |
| Annual return | 26.98% | 19.08%+7.9pp | 282.11%-255.1pp | 26.06%+0.9pp |
| Employer contribution / active EE | $865 | $3,172-72.7% | $4,034-78.6% | $2,596-66.7% |
| Participant deferral / active EE | $2,134 | $4,099-47.9% | $5,318-59.9% | $4,274-50.1% |
| Admin fee / account holder | $4,856 | $8,039-39.6% | $10,693-54.6% | $7,775-37.5% |