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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 | $27,108 | $52,279-48.1% | $89,435-69.7% | $79,856-66.1% |
| Participation rate | 51.9% | 57.5%-5.7pp | 68.0%-16.1pp | 69.6%-17.8pp |
| Annual return | 25.24% | 22.16%+3.1pp | 245.55%-220.3pp | 31.71%-6.5pp |
| Employer contribution / active EE | $813 | $1,572-48.3% | $2,587-68.6% | $2,471-67.1% |
| Participant deferral / active EE | $1,826 | $2,740-33.4% | $3,890-53.1% | $3,741-51.2% |
| Admin fee / account holder | $904 | $3,356-73.1% | $4,884-81.5% | $5,306-83.0% |