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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 | $30,226 | $50,554-40.2% | $67,681-55.3% | $87,485-65.4% |
| Participation rate | 55.6% | 67.7%-12.2pp | 73.7%-18.2pp | 68.9%-13.4pp |
| Annual return | 15.66% | 17.81%-2.2pp | 590.58%-574.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $825 | $1,988-58.5% | $2,678-69.2% | $2,596-68.2% |
| Participant deferral / active EE | $2,647 | $2,961-10.6% | $3,976-33.4% | $4,274-38.1% |
| Admin fee / account holder | $2,188 | $4,132-47.0% | $6,100-64.1% | $7,775-71.9% |