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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 | $59,925 | $95,415-37.2% | $185,851-67.8% | $85,851-30.2% |
| Participation rate | 59.4% | 68.8%-9.4pp | 81.7%-22.3pp | 69.3%-9.9pp |
| Annual return | 13.32% | 23.59%-10.3pp | 122.11%-108.8pp | 318.63%-305.3pp |
| Employer contribution / active EE | $439 | $3,314-86.8% | $5,168-91.5% | $2,565-82.9% |
| Participant deferral / active EE | $2,784 | $3,424-18.7% | $5,569-50.0% | $3,952-29.6% |
| Admin fee / account holder | $2,065 | $7,215-71.4% | $16,245-87.3% | $6,261-67.0% |