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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 | $55,482 | $87,132-36.3% | $105,624-47.5% | $80,959-31.5% |
| Participation rate | 41.9% | 70.4%-28.5pp | 75.3%-33.3pp | 67.7%-25.7pp |
| Annual return | 11.14% | 17.03%-5.9pp | 116.20%-105.1pp | 35.67%-24.5pp |
| Employer contribution / active EE | $904 | $2,397-62.3% | $3,168-71.5% | $2,757-67.2% |
| Participant deferral / active EE | $2,770 | $3,985-30.5% | $5,013-44.7% | $4,300-35.6% |
| Admin fee / account holder | $5,778 | $8,449-31.6% | $10,961-47.3% | $6,925-16.6% |