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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 | $49,082 | $61,356-20.0% | $149,696-67.2% | $71,511-31.4% |
| Participation rate | 17.9% | 62.5%-44.7pp | 78.8%-60.9pp | 67.9%-50.1pp |
| Annual return | 16.32% | 35.86%-19.5pp | 134.46%-118.1pp | 28.86%-12.5pp |
| Employer contribution / active EE | $529 | $2,382-77.8% | $4,821-89.0% | $2,589-79.6% |
| Participant deferral / active EE | $1,130 | $2,920-61.3% | $5,682-80.1% | $4,291-73.7% |
| Admin fee / account holder | $6,923 | $1,263+448.1% | $13,212-47.6% | $1,588+335.8% |