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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 | $41,242 | $52,279-21.1% | $89,435-53.9% | $79,856-48.4% |
| Participation rate | 33.9% | 57.5%-23.6pp | 68.0%-34.1pp | 69.6%-35.7pp |
| Annual return | 16.47% | 22.16%-5.7pp | 245.55%-229.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $736 | $1,572-53.2% | $2,587-71.6% | $2,471-70.2% |
| Participant deferral / active EE | $1,836 | $2,740-33.0% | $3,890-52.8% | $3,741-50.9% |
| Admin fee / account holder | $5,684 | $3,356+69.4% | $4,884+16.4% | $5,306+7.1% |