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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 | $56,992 | $87,132-34.6% | $105,624-46.0% | $80,959-29.6% |
| Participation rate | 33.3% | 70.4%-37.1pp | 75.3%-41.9pp | 67.7%-34.3pp |
| Annual return | 11.84% | 17.03%-5.2pp | 116.20%-104.4pp | 35.67%-23.8pp |
| Employer contribution / active EE | $789 | $2,397-67.1% | $3,168-75.1% | $2,757-71.4% |
| Participant deferral / active EE | $1,856 | $3,985-53.4% | $5,013-63.0% | $4,300-56.8% |
| Admin fee / account holder | $1,457 | $8,449-82.8% | $10,961-86.7% | $6,925-79.0% |