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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 | $38,264 | $91,198-58.0% | $178,503-78.6% | $79,856-52.1% |
| Participation rate | 48.6% | 69.2%-20.6pp | 81.9%-33.4pp | 69.6%-21.1pp |
| Annual return | 17.40% | 24.20%-6.8pp | 151.12%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $608 | $3,257-81.3% | $5,011-87.9% | $2,471-75.4% |
| Participant deferral / active EE | $1,968 | $3,237-39.2% | $5,202-62.2% | $3,741-47.4% |
| Admin fee / account holder | $579 | $6,748-91.4% | $13,987-95.9% | $5,306-89.1% |