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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 | $58,296 | $98,776-41.0% | $149,745-61.1% | $79,856-27.0% |
| Participation rate | 51.1% | 75.8%-24.7pp | 82.5%-31.4pp | 69.6%-18.6pp |
| Annual return | 21.68% | 27.38%-5.7pp | 276.72%-255.0pp | 31.71%-10.0pp |
| Employer contribution / active EE | $846 | $3,217-73.7% | $4,646-81.8% | $2,471-65.8% |
| Participant deferral / active EE | $3,758 | $5,681-33.9% | $6,843-45.1% | $3,741+0.5% |
| Admin fee / account holder | $763 | $6,053-87.4% | $9,312-91.8% | $5,306-85.6% |