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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 | $87,059-36.3% | $105,608-47.5% | $80,925-31.4% |
| Participation rate | 41.9% | 70.4%-28.5pp | 75.3%-33.3pp | 67.7%-25.7pp |
| Annual return | 11.14% | 17.05%-5.9pp | 116.50%-105.4pp | 35.65%-24.5pp |
| Employer contribution / active EE | $904 | $2,396-62.3% | $3,167-71.5% | $2,756-67.2% |
| Participant deferral / active EE | $2,770 | $3,986-30.5% | $5,010-44.7% | $4,299-35.6% |
| Admin fee / account holder | $5,778 | $8,443-31.6% | $11,028-47.6% | $6,940-16.7% |