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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 | $57,900 | $98,766-41.4% | $149,730-61.3% | $79,852-27.5% |
| Participation rate | 34.2% | 75.8%-41.6pp | 82.5%-48.3pp | 69.6%-35.4pp |
| Annual return | 16.84% | 27.43%-10.6pp | 276.70%-259.9pp | 31.72%-14.9pp |
| Employer contribution / active EE | $1,629 | $3,217-49.4% | $4,645-64.9% | $2,471-34.1% |
| Participant deferral / active EE | $3,540 | $5,681-37.7% | $6,843-48.3% | $3,740-5.4% |
| Admin fee / account holder | $557 | $6,052-90.8% | $9,310-94.0% | $5,306-89.5% |