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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 | $46,620 | $51,638-9.7% | $68,368-31.8% | $82,448-43.5% |
| Participation rate | 37.0% | 63.6%-26.6pp | 73.8%-36.7pp | 68.1%-31.0pp |
| Annual return | 19.99% | 37.53%-17.5pp | 292.57%-272.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $744 | $2,047-63.6% | $2,649-71.9% | $2,551-70.8% |
| Participant deferral / active EE | $3,312 | $2,914+13.7% | $4,123-19.7% | $4,139-20.0% |
| Admin fee / account holder | $905 | $4,643-80.5% | $5,150-82.4% | $7,234-87.5% |