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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 | $54,350 | $78,690-30.9% | $161,489-66.3% | $87,485-37.9% |
| Participation rate | 22.9% | 67.5%-44.6pp | 78.7%-55.8pp | 68.9%-46.1pp |
| Annual return | 16.76% | 32.74%-16.0pp | 89.72%-73.0pp | 26.06%-9.3pp |
| Employer contribution / active EE | $614 | $2,588-76.3% | $4,268-85.6% | $2,596-76.4% |
| Participant deferral / active EE | $2,115 | $3,311-36.1% | $5,630-62.4% | $4,274-50.5% |
| Admin fee / account holder | $749 | $6,724-88.9% | $16,006-95.3% | $7,775-90.4% |