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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 | $32,667 | $73,107-55.3% | $114,563-71.5% | $87,485-62.7% |
| Participation rate | 50.5% | 65.8%-15.3pp | 72.9%-22.4pp | 68.9%-18.4pp |
| Annual return | 14.24% | 19.47%-5.2pp | 241.09%-226.9pp | 26.06%-11.8pp |
| Employer contribution / active EE | $896 | $1,881-52.4% | $2,592-65.4% | $2,596-65.5% |
| Participant deferral / active EE | $1,753 | $3,144-44.3% | $4,142-57.7% | $4,274-59.0% |
| Admin fee / account holder | $3,586 | $5,770-37.9% | $7,623-53.0% | $7,775-53.9% |