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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 | $58,575 | $79,449-26.3% | $189,558-69.1% | $85,856-31.8% |
| Participation rate | 38.8% | 66.0%-27.2pp | 78.5%-39.6pp | 69.3%-30.5pp |
| Annual return | 13.24% | 18.45%-5.2pp | 64.19%-50.9pp | 318.58%-305.3pp |
| Employer contribution / active EE | $833 | $2,081-60.0% | $4,412-81.1% | $2,565-67.5% |
| Participant deferral / active EE | $1,571 | $4,051-61.2% | $6,174-74.5% | $3,952-60.2% |
| Admin fee / account holder | $1,710 | $5,377-68.2% | $9,809-82.6% | $6,261-72.7% |