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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 | $52,326 | $94,031-44.4% | $115,768-54.8% | $82,448-36.5% |
| Participation rate | 39.6% | 70.4%-30.8pp | 74.4%-34.8pp | 68.1%-28.5pp |
| Annual return | 12.63% | 20.61%-8.0pp | 100.46%-87.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $978 | $2,323-57.9% | $2,940-66.7% | $2,551-61.7% |
| Participant deferral / active EE | $2,237 | $3,972-43.7% | $4,917-54.5% | $4,139-46.0% |
| Admin fee / account holder | $3,045 | $10,249-70.3% | $12,439-75.5% | $7,234-57.9% |