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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 | $47,126 | $88,360-46.7% | $145,433-67.6% | $67,986-30.7% |
| Participation rate | 32.8% | 65.5%-32.6pp | 82.1%-49.3pp | 57.2%-24.4pp |
| Annual return | 15.44% | 63.15%-47.7pp | 66.58%-51.1pp | 31.67%-16.2pp |
| Employer contribution / active EE | $857 | $3,054-71.9% | $4,554-81.2% | $2,019-57.6% |
| Participant deferral / active EE | $3,670 | $5,932-38.1% | $7,897-53.5% | $3,358+9.3% |
| Admin fee / account holder | $8,279 | $3,313+149.9% | $13,129-36.9% | $3,203+158.5% |