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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 | $53,441 | $91,194-41.4% | $178,486-70.1% | $79,860-33.1% |
| Participation rate | 48.6% | 69.2%-20.6pp | 81.9%-33.3pp | 69.6%-21.0pp |
| Annual return | 17.26% | 24.19%-6.9pp | 151.08%-133.8pp | 31.72%-14.5pp |
| Employer contribution / active EE | $371 | $3,256-88.6% | $5,011-92.6% | $2,471-85.0% |
| Participant deferral / active EE | $2,406 | $3,236-25.6% | $5,202-53.7% | $3,740-35.7% |
| Admin fee / account holder | $700 | $6,751-89.6% | $13,985-95.0% | $5,306-86.8% |