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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 | $54,041 | $77,920-30.6% | $149,723-63.9% | $75,177-28.1% |
| Participation rate | 30.4% | 65.6%-35.1pp | 78.8%-48.3pp | 67.2%-36.8pp |
| Annual return | 17.58% | 31.72%-14.1pp | 134.50%-116.9pp | 160.75%-143.2pp |
| Employer contribution / active EE | $803 | $3,138-74.4% | $4,821-83.3% | $2,671-69.9% |
| Participant deferral / active EE | $2,506 | $3,411-26.5% | $5,682-55.9% | $4,126-39.3% |
| Admin fee / account holder | $859 | $5,951-85.6% | $13,215-93.5% | $5,651-84.8% |