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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 | $54,096 | $60,442-10.5% | $96,754-44.1% | $87,485-38.2% |
| Participation rate | 26.9% | 58.7%-31.8pp | 70.3%-43.4pp | 68.9%-42.0pp |
| Annual return | 15.27% | 21.97%-6.7pp | 82.04%-66.8pp | 26.06%-10.8pp |
| Employer contribution / active EE | $742 | $1,691-56.1% | $2,679-72.3% | $2,596-71.4% |
| Participant deferral / active EE | $2,605 | $3,280-20.6% | $4,758-45.2% | $4,274-39.0% |
| Admin fee / account holder | $995 | $5,069-80.4% | $8,905-88.8% | $7,775-87.2% |