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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 | $41,575 | $51,638-19.5% | $68,368-39.2% | $82,448-49.6% |
| Participation rate | 63.3% | 63.6%-0.3pp | 73.8%-10.4pp | 68.1%-4.7pp |
| Annual return | 17.81% | 37.53%-19.7pp | 292.57%-274.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $965 | $2,047-52.8% | $2,649-63.6% | $2,551-62.2% |
| Participant deferral / active EE | $4,207 | $2,914+44.4% | $4,123+2.0% | $4,139+1.6% |
| Admin fee / account holder | $3,683 | $4,643-20.7% | $5,150-28.5% | $7,234-49.1% |