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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 | $50,869 | $93,345-45.5% | $119,126-57.3% | $87,485-41.9% |
| Participation rate | 22.9% | 68.7%-45.9pp | 75.8%-52.9pp | 68.9%-46.1pp |
| Annual return | 16.53% | 19.08%-2.6pp | 282.11%-265.6pp | 26.06%-9.5pp |
| Employer contribution / active EE | $893 | $3,172-71.9% | $4,034-77.9% | $2,596-65.6% |
| Participant deferral / active EE | $2,320 | $4,099-43.4% | $5,318-56.4% | $4,274-45.7% |
| Admin fee / account holder | $2,317 | $8,039-71.2% | $10,693-78.3% | $7,775-70.2% |