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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 | $36,218 | $91,179-60.3% | $178,499-79.7% | $79,852-54.6% |
| Participation rate | 51.8% | 69.2%-17.4pp | 81.9%-30.1pp | 69.6%-17.8pp |
| Annual return | 19.36% | 24.19%-4.8pp | 151.10%-131.7pp | 31.72%-12.4pp |
| Employer contribution / active EE | $655 | $3,256-79.9% | $5,011-86.9% | $2,471-73.5% |
| Participant deferral / active EE | $1,721 | $3,236-46.8% | $5,202-66.9% | $3,740-54.0% |
| Admin fee / account holder | $2,301 | $6,749-65.9% | $13,986-83.5% | $5,306-56.6% |