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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 | $48,950 | $77,908-37.2% | $149,696-67.3% | $75,173-34.9% |
| Participation rate | 38.5% | 65.6%-27.1pp | 78.8%-40.3pp | 67.2%-28.7pp |
| Annual return | 16.01% | 31.73%-15.7pp | 134.46%-118.4pp | 160.72%-144.7pp |
| Employer contribution / active EE | $871 | $3,138-72.2% | $4,821-81.9% | $2,671-67.4% |
| Participant deferral / active EE | $2,191 | $3,411-35.8% | $5,682-61.4% | $4,126-46.9% |
| Admin fee / account holder | $1,091 | $5,950-81.7% | $13,212-91.7% | $5,651-80.7% |