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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 | $44,984 | $91,179-50.7% | $178,499-74.8% | $79,852-43.7% |
| Participation rate | 21.9% | 69.2%-47.3pp | 81.9%-60.1pp | 69.6%-47.8pp |
| Annual return | 15.01% | 24.19%-9.2pp | 151.10%-136.1pp | 31.72%-16.7pp |
| Employer contribution / active EE | $489 | $3,256-85.0% | $5,011-90.2% | $2,471-80.2% |
| Participant deferral / active EE | $1,608 | $3,236-50.3% | $5,202-69.1% | $3,740-57.0% |
| Admin fee / account holder | $11,623 | $6,749+72.2% | $13,986-16.9% | $5,306+119.0% |