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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 | $54,679 | $61,787-11.5% | $97,197-43.7% | $80,925-32.4% |
| Participation rate | 50.7% | 63.5%-12.8pp | 72.7%-22.0pp | 67.7%-17.0pp |
| Annual return | 21.57% | -558.16%+579.7pp | 75.47%-53.9pp | 35.65%-14.1pp |
| Employer contribution / active EE | $578 | $1,836-68.5% | $2,723-78.8% | $2,756-79.0% |
| Participant deferral / active EE | $1,641 | $3,027-45.8% | $4,263-61.5% | $4,299-61.8% |
| Admin fee / account holder | $3,687 | $5,170-28.7% | $5,637-34.6% | $6,940-46.9% |