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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 | $53,618 | $61,125-12.3% | $94,057-43.0% | $87,485-38.7% |
| Participation rate | 35.0% | 64.1%-29.1pp | 73.3%-38.3pp | 68.9%-33.9pp |
| Annual return | 19.22% | 35.20%-16.0pp | 480.62%-461.4pp | 26.06%-6.8pp |
| Employer contribution / active EE | $408 | $2,136-80.9% | $2,933-86.1% | $2,596-84.3% |
| Participant deferral / active EE | $1,128 | $3,260-65.4% | $4,709-76.1% | $4,274-73.6% |
| Admin fee / account holder | $1,744 | $5,629-69.0% | $7,244-75.9% | $7,775-77.6% |