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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 | $47,468 | $78,690-39.7% | $161,489-70.6% | $87,485-45.7% |
| Participation rate | 27.8% | 67.5%-39.7pp | 78.7%-50.9pp | 68.9%-41.2pp |
| Annual return | 13.33% | 32.74%-19.4pp | 89.72%-76.4pp | 26.06%-12.7pp |
| Employer contribution / active EE | $573 | $2,588-77.9% | $4,268-86.6% | $2,596-77.9% |
| Participant deferral / active EE | $1,462 | $3,311-55.9% | $5,630-74.0% | $4,274-65.8% |
| Admin fee / account holder | $4,064 | $6,724-39.6% | $16,006-74.6% | $7,775-47.7% |