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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 | $43,962 | $45,343-3.0% | $150,298-70.8% | $67,986-35.3% |
| Participation rate | 35.3% | 51.9%-16.5pp | 77.8%-42.4pp | 57.2%-21.9pp |
| Annual return | 15.31% | 33.28%-18.0pp | 62.79%-47.5pp | 31.67%-16.4pp |
| Employer contribution / active EE | $370 | $1,462-74.7% | $4,154-91.1% | $2,019-81.7% |
| Participant deferral / active EE | $1,197 | $2,055-41.7% | $5,453-78.0% | $3,358-64.3% |
| Admin fee / account holder | $15,608 | $2,250+593.7% | $14,116+10.6% | $3,203+387.3% |