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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 | $51,643 | $56,134-8.0% | $96,171-46.3% | $85,847-39.8% |
| Participation rate | 42.4% | 56.7%-14.3pp | 68.4%-26.0pp | 69.3%-26.9pp |
| Annual return | 19.21% | 42.30%-23.1pp | 192.04%-172.8pp | 318.61%-299.4pp |
| Employer contribution / active EE | $451 | $1,620-72.1% | $2,799-83.9% | $2,565-82.4% |
| Participant deferral / active EE | $1,300 | $2,858-54.5% | $4,350-70.1% | $3,952-67.1% |
| Admin fee / account holder | $3,901 | $3,769+3.5% | $5,538-29.6% | $6,261-37.7% |