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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 | $52,241 | $78,423-33.4% | $95,964-45.6% | $79,856-34.6% |
| Participation rate | 55.6% | 73.5%-17.9pp | 77.1%-21.5pp | 69.6%-14.1pp |
| Annual return | 17.61% | 19.37%-1.8pp | 91.64%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $857 | $1,945-56.0% | $2,541-66.3% | $2,471-65.3% |
| Participant deferral / active EE | $2,831 | $3,440-17.7% | $4,167-32.1% | $3,741-24.3% |
| Admin fee / account holder | $1,745 | $5,622-69.0% | $6,797-74.3% | $5,306-67.1% |