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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 | $55,144 | $70,418-21.7% | $96,570-42.9% | $85,847-35.8% |
| Participation rate | 46.4% | 61.8%-15.4pp | 69.8%-23.4pp | 69.3%-22.9pp |
| Annual return | 12.44% | 18.59%-6.1pp | 37.79%-25.4pp | 318.61%-306.2pp |
| Employer contribution / active EE | $447 | $1,413-68.4% | $2,357-81.1% | $2,565-82.6% |
| Participant deferral / active EE | $1,789 | $2,894-38.2% | $3,849-53.5% | $3,952-54.7% |
| Admin fee / account holder | $2,608 | $4,995-47.8% | $6,182-57.8% | $6,261-58.3% |