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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 | $62,297 | $91,167-31.7% | $178,498-65.1% | $79,858-22.0% |
| Participation rate | 31.4% | 69.2%-37.8pp | 81.9%-50.5pp | 69.6%-38.2pp |
| Annual return | 17.82% | 24.19%-6.4pp | 151.09%-133.3pp | 31.72%-13.9pp |
| Employer contribution / active EE | $444 | $3,255-86.4% | $5,011-91.1% | $2,471-82.0% |
| Participant deferral / active EE | $1,079 | $3,236-66.7% | $5,202-79.3% | $3,740-71.2% |
| Admin fee / account holder | $471 | $6,747-93.0% | $13,985-96.6% | $5,306-91.1% |