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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 | $56,197 | $91,167-38.4% | $178,498-68.5% | $79,858-29.6% |
| Participation rate | 39.3% | 69.2%-29.9pp | 81.9%-42.6pp | 69.6%-30.3pp |
| Annual return | 22.27% | 24.19%-1.9pp | 151.09%-128.8pp | 31.72%-9.4pp |
| Employer contribution / active EE | $678 | $3,255-79.2% | $5,011-86.5% | $2,471-72.6% |
| Participant deferral / active EE | $1,377 | $3,236-57.4% | $5,202-73.5% | $3,740-63.2% |
| Admin fee / account holder | $827 | $6,747-87.7% | $13,985-94.1% | $5,306-84.4% |