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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 | $53,538 | $104,251-48.6% | $91,004-41.2% | $147,586-63.7% |
| Participation rate | 18.2% | 78.2%-60.1pp | 75.6%-57.4pp | 82.8%-64.6pp |
| Annual return | 12.42% | 27.06%-14.6pp | 4.60%+7.8pp | 578.59%-566.2pp |
| Employer contribution / active EE | $703 | $3,116-77.4% | $2,456-71.4% | $4,876-85.6% |
| Participant deferral / active EE | $1,554 | $4,195-63.0% | $3,548-56.2% | $5,439-71.4% |
| Admin fee / account holder | $752 | $8,948-91.6% | $5,417-86.1% | $10,886-93.1% |